Krilogy Financial
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
Q3 		$834K Buy
31,231
+21,887
+234% +$638K 0.02% 474
2026
Q2 		$282K Buy
9,344
+367
+4% +$10.4K 0.01% 844
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Krilogy Financial's INVH Position: Q3 2026 in Review

Krilogy Financial increased its Invitation Homes (INVH) stake by 234% in Q3 2026, buying an estimated $638K and bringing the position to 31,231 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #474.

Krilogy Financial first reported a position in INVH in Q3 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • Krilogy Financial held 31,231 shares of Invitation Homes worth $834K as of Q3 2026.
  • Krilogy Financial bought 21,887 Invitation Homes shares in Q3 2026, an estimated $638K.
  • Invitation Homes made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #474 holding.
  • Krilogy Financial first reported a position in Invitation Homes in Q3 2025 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.