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Kestra Investment Management’s Invitation Homes INVH Stock Holding History

Kestra Investment 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
Q3 		– Sell
-1,302
Closed -$44K – 709
2025
Q2 		$44K Buy
1,302
+651
+100% +$21.9K ﹤0.01% 568
2025
Q1 		$22.7K Buy
+651
New +$21K ﹤0.01% 546

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Investment Management's INVH Position: Q3 2025 in Review

Kestra Investment Management sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 1,302 shares — an estimated $44K sold.

Kestra Investment Management first reported a position in INVH in Q1 2025 and held it in 2 quarters. The position peaked at $44K in Q2 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Kestra Investment Management reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,302 Invitation Homes shares in Q3 2025, an estimated $44K.
  • Kestra Investment Management first reported a position in Invitation Homes in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Invitation Homes position peaked at $44K in Q2 2025.
  • 570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.