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Mount Yale Investment Advisors’s Invitation Homes INVH Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-420
Closed -$13.8K – 1120
2025
Q2 		$13.8K Buy
+420
New +$14.1K ﹤0.01% 1096
2018
Q4 		– Sell
-2,020
Closed -$43K – 525
2018
Q3 		$43K Sell
2,020
-30
-1% -$698 0.01% 629
2018
Q2 		$47K Sell
2,050
-35
-2% -$792 0.01% 643
2018
Q1 		$48K Buy
+2,085
New +$46.3K 0.01% 622

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

Mount Yale Investment Advisors's INVH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 420 shares — an estimated $13.8K sold.

Mount Yale Investment Advisors first reported a position in INVH in Q1 2018 and held it in 4 quarters. The position peaked at $48K in Q1 2018. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 420 Invitation Homes shares in Q3 2025, an estimated $13.8K.
  • Mount Yale Investment Advisors first reported a position in Invitation Homes in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Invitation Homes position peaked at $48K in Q1 2018.
  • 570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.