Larson Financial Group
INVH icon

Larson Financial Group’s Invitation Homes INVH Stock Holding History

Larson Financial Group’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 		$13.8K Buy
523
+138
+36% +$4.02K ﹤0.01% 2345
2026
Q2 		$11.6K Sell
385
-81
-17% -$2.29K ﹤0.01% 2314
2026
Q1 		$11.6K Buy
466
+437
+1,507% +$11.4K ﹤0.01% 2149
2025
Q4 		$806 Buy
29
+5
+21% +$140 ﹤0.01% 3015
2025
Q3 		$704 Sell
24
-1,195
-98% -$36.8K ﹤0.01% 3016
2025
Q2 		$40K Buy
1,219
+300
+33% +$10.1K ﹤0.01% 1159
2025
Q1 		$32K Buy
919
+854
+1,314% +$27.6K ﹤0.01% 1189
2024
Q4 		$2.08K Sell
65
-15
-19% -$501 ﹤0.01% 1871
2024
Q3 		$2.82K Buy
80
+76
+1,900% +$2.72K ﹤0.01% 1793
2024
Q2 		$144 Hold
4
– – ﹤0.01% 2167
2024
Q1 		$142 Hold
4
– – ﹤0.01% 1671
2023
Q4 		$136 Buy
+4
New +$130 ﹤0.01% 1684

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

Larson Financial Group's INVH Position: Q3 2026 in Review

Larson Financial Group increased its Invitation Homes (INVH) stake by 36% in Q3 2026, buying an estimated $4.02K and bringing the position to 523 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Larson Financial Group first reported a position in INVH in Q4 2023 and has held it in 12 quarters since. The position peaked at $40K in Q2 2025. 266 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • Larson Financial Group held 523 shares of Invitation Homes worth $13.8K as of Q3 2026.
  • Larson Financial Group bought 138 Invitation Homes shares in Q3 2026, an estimated $4.02K.
  • Invitation Homes made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2345 holding.
  • Larson Financial Group first reported a position in Invitation Homes in Q4 2023 and has held it in 12 quarters since.
  • Larson Financial Group's Invitation Homes position peaked at $40K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.