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Jackson Thornton Wealth Management’s Invitation Homes INVH Stock Holding History

Jackson Thornton 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
Q4 		– Sell
-7,172
Closed -$202K – 320
2025
Q3 		$202K Buy
+7,172
New +$221K 0.02% 270

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Thornton Wealth Management's INVH Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 7,172 shares — an estimated $202K sold.

Jackson Thornton Wealth Management first reported a position in INVH in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 592 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Jackson Thornton Wealth Management reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 7,172 Invitation Homes shares in Q4 2025, an estimated $202K.
  • Jackson Thornton Wealth Management first reported a position in Invitation Homes in Q3 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Invitation Homes position peaked at $202K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.