Jones Financial Companies
INVH icon

Jones Financial Companies’s Invitation Homes INVH Stock Holding History

Jones Financial Companies’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 		$291K Buy
9,556
+3,636
+61% +$103K ﹤0.01% 2423
2026
Q1 		$145K Buy
5,920
+556
+10% +$14.6K ﹤0.01% 2516
2025
Q4 		$149K Buy
5,364
+156
+3% +$4.36K ﹤0.01% 2045
2025
Q3 		$152K Buy
5,208
+568
+12% +$17.5K ﹤0.01% 1897
2025
Q2 		$152K Buy
4,640
+1,478
+47% +$49.6K ﹤0.01% 1769
2025
Q1 		$109K Buy
3,162
+1,326
+72% +$42.8K ﹤0.01% 1737
2024
Q4 		$58.7K Buy
1,836
+806
+78% +$26.9K ﹤0.01% 1816
2024
Q3 		$36.2K Buy
1,030
+684
+198% +$24.5K ﹤0.01% 1758
2024
Q2 		$12.4K Hold
346
– – ﹤0.01% 1694
2024
Q1 		$12.3K Buy
+346
New +$11.7K ﹤0.01% 1015
2023
Q1 		– Sell
-137
Closed -$4K – 668
2022
Q4 		$4K Buy
+137
New +$4.34K ﹤0.01% 563

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

Jones Financial Companies's INVH Position: Q2 2026 in Review

Jones Financial Companies increased its Invitation Homes (INVH) stake by 61% in Q2 2026, buying an estimated $103K and bringing the position to 9,556 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Jones Financial Companies first reported a position in INVH in Q4 2022 and has held it in 11 quarters since. 620 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Jones Financial Companies held 9,556 shares of Invitation Homes worth $291K as of Q2 2026.
  • Jones Financial Companies bought 3,636 Invitation Homes shares in Q2 2026, an estimated $103K.
  • Invitation Homes made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2423 holding.
  • Jones Financial Companies first reported a position in Invitation Homes in Q4 2022 and has held it in 11 quarters since.
  • 620 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.