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Montecito Bank & Trust’s Invitation Homes INVH Stock Holding History

Montecito Bank & Trust’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 		$557K Hold
21,170
– – 0.08% 195
2026
Q2 		$640K Buy
+21,170
New +$599K 0.1% 179
2026
Q1 		– Sell
-9,877
Closed -$274K – 274
2025
Q4 		$274K Buy
9,877
+150
+2% +$4.19K 0.04% 245
2025
Q3 		$285K Buy
+9,727
New +$300K 0.04% 247
2025
Q1 		$365K Sell
10,479
-130
-1% -$4.2K 0.06% 233
2024
Q4 		$339K Sell
10,609
-1,100
-9% -$36.7K 0.06% 233
2024
Q3 		$413K Buy
11,709
+1,805
+18% +$64.6K 0.07% 222
2024
Q2 		$355K Sell
9,904
-200
-2% -$6.95K 0.07% 215
2024
Q1 		$360K Hold
10,104
– – 0.07% 215
2023
Q4 		$345K Sell
10,104
-1,850
-15% -$60.2K 0.07% 205
2023
Q3 		$379K Hold
11,954
– – 0.09% 183
2023
Q2 		$411K Hold
11,954
– – 0.09% 181
2023
Q1 		$373K Sell
11,954
-1,000
-8% -$31.3K 0.09% 186
2022
Q4 		$384K Sell
12,954
-6,725
-34% -$213K 0.09% 186
2022
Q3 		$665K Sell
19,679
-1,970
-9% -$73K 0.17% 134
2022
Q2 		$771K Buy
21,649
+13,670
+171% +$521K 0.18% 131
2022
Q1 		$321K Buy
7,979
+550
+7% +$22.5K 0.06% 221
2021
Q4 		$337K Buy
+7,429
New +$307K 0.06% 226

Other funds holding INVH

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Montecito Bank & Trust's INVH Position: Q3 2026 in Review

Montecito Bank & Trust held its Invitation Homes (INVH) position steady in Q3 2026 at 21,170 shares worth $557K. The position accounts for 0.08% of the portfolio, ranked #195.

Montecito Bank & Trust first reported a position in INVH in Q4 2021 and has held it in 18 quarters since. The position peaked at $771K in Q2 2022. 18 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • Montecito Bank & Trust held 21,170 shares of Invitation Homes worth $557K as of Q3 2026.
  • Montecito Bank & Trust left its Invitation Homes share count unchanged in Q3 2026.
  • Invitation Homes made up 0.08% of Montecito Bank & Trust's portfolio in Q3 2026, its #195 holding.
  • Montecito Bank & Trust first reported a position in Invitation Homes in Q4 2021 and has held it in 18 quarters since.
  • Montecito Bank & Trust's Invitation Homes position peaked at $771K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.