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Integrated Wealth Concepts’s Invitation Homes INVH Stock Holding History

Integrated Wealth Concepts’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 		$668K Buy
22,104
+7,786
+54% +$220K ﹤0.01% 1484
2026
Q1 		$356K Buy
+14,318
New +$375K ﹤0.01% 1755
2025
Q4 		– Sell
-14,306
Closed -$420K – 1840
2025
Q3 		$420K Sell
14,306
-730
-5% -$22.5K ﹤0.01% 1447
2025
Q2 		$493K Buy
+15,036
New +$505K ﹤0.01% 1281

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's INVH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invitation Homes (INVH) stake by 54% in Q2 2026, buying an estimated $220K and bringing the position to 22,104 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Integrated Wealth Concepts first reported a position in INVH in Q2 2025 and has held it in 4 quarters since. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Integrated Wealth Concepts held 22,104 shares of Invitation Homes worth $668K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,786 Invitation Homes shares in Q2 2026, an estimated $220K.
  • Invitation Homes made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1484 holding.
  • Integrated Wealth Concepts first reported a position in Invitation Homes in Q2 2025 and has held it in 4 quarters since.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.