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Morling Financial Advisors’s Invitation Homes INVH Stock Holding History

Morling Financial 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
2026
Q1 		$222K Buy
8,923
+23
+0.3% +$602 0.07% 67
2025
Q4 		$247K Buy
+8,900
New +$249K 0.08% 67

Other funds holding INVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morling Financial Advisors's INVH Position: Q1 2026 in Review

Morling Financial Advisors increased its Invitation Homes (INVH) stake by 0.26% in Q1 2026, buying an estimated $602 and bringing the position to 8,923 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #67.

Morling Financial Advisors first reported a position in INVH in Q4 2025 and has held it in 2 quarters since. The position peaked at $247K in Q4 2025. 582 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Morling Financial Advisors held 8,923 shares of Invitation Homes worth $222K as of Q1 2026.
  • Morling Financial Advisors bought 23 Invitation Homes shares in Q1 2026, an estimated $602.
  • Invitation Homes made up 0.07% of Morling Financial Advisors's portfolio in Q1 2026, its #67 holding.
  • Morling Financial Advisors first reported a position in Invitation Homes in Q4 2025 and has held it in 2 quarters since.
  • Morling Financial Advisors's Invitation Homes position peaked at $247K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.