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Marshall & Sterling Wealth Advisors’s Invitation Homes INVH Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-223
Closed -$6.54K – 486
2025
Q3 		$6.54K Hold
223
– – ﹤0.01% 450
2025
Q2 		$7.31K Hold
223
– – 0.01% 402
2025
Q1 		$7.77K Buy
+223
New +$7.21K 0.01% 372

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Marshall & Sterling Wealth Advisors's INVH Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 223 shares — an estimated $6.54K sold.

Marshall & Sterling Wealth Advisors first reported a position in INVH in Q1 2025 and held it in 3 quarters. The position peaked at $7.77K in Q1 2025. 593 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 223 Invitation Homes shares in Q4 2025, an estimated $6.54K.
  • Marshall & Sterling Wealth Advisors first reported a position in Invitation Homes in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Invitation Homes position peaked at $7.77K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.