HighMark Wealth Management’s Invitation Homes INVH Stock Holding History

HighMark Wealth Management’s Portfolio INVH Stock Details INVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-136	Closed	-$4.57K	–	407
2025 Q1	$4.74K	Sell	136 -102	-43%	-$3.29K	﹤0.01%	376
2024 Q4	$7.61K	Sell	238 -21	-8%	-$701	﹤0.01%	331
2024 Q3	$9.13K	Sell	259 -16	-6%	-$572	0.01%	313
2024 Q2	$9.87K	Buy	275 +31	+13%	+$1.08K	0.01%	283
2024 Q1	$8.69K	Hold	244	–	–	0.01%	305
2023 Q4	$8.32K	Hold	244	–	–	0.01%	293
2023 Q3	$7.73K	Buy	244 +79	+48%	+$2.71K	0.01%	291
2023 Q2	$5.68K	Buy	165 +10	+6%	+$334	﹤0.01%	335
2023 Q1	$4.84K	Hold	155	–	–	﹤0.01%	401
2022 Q4	$4.59K	Hold	155	–	–	﹤0.01%	349
2022 Q3	$5K	Hold	155	–	–	﹤0.01%	336
2022 Q2	$6K	Sell	155 -7	-4%	-$267	﹤0.01%	321
2022 Q1	$7K	Hold	162	–	–	﹤0.01%	321
2021 Q4	$7K	Hold	162	–	–	﹤0.01%	313
2021 Q3	$6K	Sell	162 -13	-7%	-$521	﹤0.01%	321
2021 Q2	$7K	Buy	+175	New	+$6.19K	0.01%	308

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

HighMark Wealth Management's INVH Position: Q2 2025 in Review

HighMark Wealth Management sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 136 shares — an estimated $4.57K sold.

HighMark Wealth Management first reported a position in INVH in Q2 2021 and held it in 16 quarters. The position peaked at $9.87K in Q2 2024. 574 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

HighMark Wealth Management reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
HighMark Wealth Management sold 136 Invitation Homes shares in Q2 2025, an estimated $4.57K.
HighMark Wealth Management first reported a position in Invitation Homes in Q2 2021 and held it in 16 quarters.
HighMark Wealth Management's Invitation Homes position peaked at $9.87K in Q2 2024.
574 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.