JSW
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Journey Strategic Wealth’s Invitation Homes INVH Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-8,174
Closed -$227K – 852
2025
Q4 		$227K Buy
8,174
+932
+13% +$26K 0.01% 647
2025
Q3 		$212K Buy
7,242
+586
+9% +$18.1K 0.01% 642
2025
Q2 		$218K Buy
+6,656
New +$223K 0.01% 582

Other funds holding INVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Journey Strategic Wealth's INVH Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Invitation Homes (INVH) in Q1 2026, closing a stake of 8,174 shares — an estimated $227K sold.

Journey Strategic Wealth first reported a position in INVH in Q2 2025 and held it in 3 quarters. The position peaked at $227K in Q4 2025. 583 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Invitation Homes position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,174 Invitation Homes shares in Q1 2026, an estimated $227K.
  • Journey Strategic Wealth first reported a position in Invitation Homes in Q2 2025 and held it in 3 quarters.
  • Journey Strategic Wealth's Invitation Homes position peaked at $227K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.