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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Larson Financial Group's INVH Position: Q2 2026 in Review

Larson Financial Group reduced its Invitation Homes (INVH) stake by 17% in Q2 2026, selling an estimated $2.29K and leaving 385 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Larson Financial Group first reported a position in INVH in Q4 2023 and has held it in 11 quarters since. The position peaked at $40K in Q2 2025. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Larson Financial Group held 385 shares of Invitation Homes worth $11.6K as of Q2 2026.
  • Larson Financial Group sold 81 Invitation Homes shares in Q2 2026, an estimated $2.29K.
  • Invitation Homes made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2314 holding.
  • Larson Financial Group first reported a position in Invitation Homes in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Invitation Homes position peaked at $40K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.