MEG
INVH icon

Millstone Evans Group’s Invitation Homes INVH Stock Holding History

Millstone Evans 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
2025
Q3 		– Sell
-501
Closed -$16.4K – 843
2025
Q2 		$16.4K Hold
501
– – 0.01% 468
2025
Q1 		$17.5K Hold
501
– – 0.01% 458
2024
Q4 		$16K Buy
+501
New +$16.7K 0.01% 443

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millstone Evans Group's INVH Position: Q3 2025 in Review

Millstone Evans Group sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 501 shares — an estimated $16.4K sold.

Millstone Evans Group first reported a position in INVH in Q4 2024 and held it in 3 quarters. The position peaked at $17.5K in Q1 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Millstone Evans Group reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • Millstone Evans Group sold 501 Invitation Homes shares in Q3 2025, an estimated $16.4K.
  • Millstone Evans Group first reported a position in Invitation Homes in Q4 2024 and held it in 3 quarters.
  • Millstone Evans Group's Invitation Homes position peaked at $17.5K in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Millstone Evans Group's 13F filing for Q3 2025, filed 30 Oct 2025.