KF
INVH icon

Krilogy Financial’s Invitation Homes INVH Stock Holding History

Krilogy Financial’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 		$236K Sell
8,977
-5,259
-37% -$138K 0.01% 835
2025
Q4 		$383K Buy
14,236
+6,294
+79% +$176K 0.01% 647
2025
Q3 		$225K Buy
+7,942
New +$245K 0.01% 786

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

Krilogy Financial's INVH Position: Q1 2026 in Review

Krilogy Financial reduced its Invitation Homes (INVH) stake by 37% in Q1 2026, selling an estimated $138K and leaving 8,977 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #835.

Krilogy Financial first reported a position in INVH in Q3 2025 and has held it in 3 quarters since. The position peaked at $383K in Q4 2025. 582 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Krilogy Financial held 8,977 shares of Invitation Homes worth $236K as of Q1 2026.
  • Krilogy Financial sold 5,259 Invitation Homes shares in Q1 2026, an estimated $138K.
  • Invitation Homes made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #835 holding.
  • Krilogy Financial first reported a position in Invitation Homes in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Invitation Homes position peaked at $383K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.