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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
Q2 		$273K Buy
9,023
+100
+1% +$2.83K 0.08% 64
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 $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

Morling Financial Advisors's INVH Position: Q2 2026 in Review

Morling Financial Advisors increased its Invitation Homes (INVH) stake by 1.1% in Q2 2026, buying an estimated $2.83K and bringing the position to 9,023 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #64.

Morling Financial Advisors first reported a position in INVH in Q4 2025 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Morling Financial Advisors held 9,023 shares of Invitation Homes worth $273K as of Q2 2026.
  • Morling Financial Advisors bought 100 Invitation Homes shares in Q2 2026, an estimated $2.83K.
  • Invitation Homes made up 0.08% of Morling Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Morling Financial Advisors first reported a position in Invitation Homes in Q4 2025 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.