Institute for Wealth Management’s Invitation Homes INVH Stock Holding History

Institute for 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 Q2	$14.4K	Buy	+476	New	+$13.5K	﹤0.01%	1231

Other funds holding INVH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Institute for Wealth Management's INVH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invitation Homes (INVH) in Q2 2026: 476 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings.

297 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

Institute for Wealth Management held 476 shares of Invitation Homes worth $14.4K as of Q2 2026.
Invitation Homes was a new Institute for Wealth Management position in Q2 2026.
Invitation Homes made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1231 holding.
297 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.