Key Financial Inc’s Invitation Homes INVH Stock Holding History

Key Financial Inc’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	$3.16K	Hold	127	–	–	﹤0.01%	1113
2025 Q4	$3.53K	Hold	127	–	–	﹤0.01%	1099
2025 Q3	$3.68K	Hold	127	–	–	﹤0.01%	1104
2025 Q2	$4.17K	Hold	127	–	–	﹤0.01%	1072
2025 Q1	$4.43K	Hold	127	–	–	﹤0.01%	1020
2024 Q4	$4.06K	Hold	127	–	–	﹤0.01%	1048
2024 Q3	$4.48K	Hold	127	–	–	﹤0.01%	997
2024 Q2	$4.56K	Hold	127	–	–	﹤0.01%	978
2024 Q1	$4.52K	Hold	127	–	–	﹤0.01%	965
2023 Q4	$4.33K	Hold	127	–	–	﹤0.01%	975
2023 Q3	$4.03K	Hold	127	–	–	﹤0.01%	980
2023 Q2	$4.37K	Buy	+127	New	+$4.24K	﹤0.01%	978

Other funds holding INVH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Key Financial Inc's INVH Position: Q1 2026 in Review

Key Financial Inc held its Invitation Homes (INVH) position steady in Q1 2026 at 127 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Key Financial Inc first reported a position in INVH in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.56K in Q2 2024. 582 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

Key Financial Inc held 127 shares of Invitation Homes worth $3.16K as of Q1 2026.
Key Financial Inc left its Invitation Homes share count unchanged in Q1 2026.
Invitation Homes made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1113 holding.
Key Financial Inc first reported a position in Invitation Homes in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's Invitation Homes position peaked at $4.56K in Q2 2024.
582 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.