Hohimer Wealth Management
INVH icon

Hohimer Wealth Management’s Invitation Homes INVH Stock Holding History

Hohimer 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
2026
Q3 		– Sell
-104,413
Closed -$3.15M – 409
2026
Q2 		$3.15M Buy
104,413
+2,875
+3% +$81.3K 0.31% 97
2026
Q1 		$2.52M Buy
+101,538
New +$2.66M 0.3% 113

Other funds holding INVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hohimer Wealth Management's INVH Position: Q3 2026 in Review

Hohimer Wealth Management sold out of Invitation Homes (INVH) in Q3 2026, closing a stake of 104,413 shares — an estimated $3.15M sold.

Hohimer Wealth Management first reported a position in INVH in Q1 2026 and held it in 2 quarters. The position peaked at $3.15M in Q2 2026. 341 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • Hohimer Wealth Management reported no remaining Invitation Homes position as of Q3 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 104,413 Invitation Homes shares in Q3 2026, an estimated $3.15M.
  • Hohimer Wealth Management first reported a position in Invitation Homes in Q1 2026 and held it in 2 quarters.
  • Hohimer Wealth Management's Invitation Homes position peaked at $3.15M in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.