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INVH icon

Naviter Wealth’s Invitation Homes INVH Stock Holding History

Naviter Wealth’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 		$1.45M Buy
47,691
+8,841
+23% +$250K 0.13% 147
2026
Q1 		$977K Buy
38,850
+5,306
+16% +$139K 0.12% 156
2025
Q4 		$942K Sell
33,544
-6,551
-16% -$183K 0.12% 162
2025
Q3 		$1.19M Buy
40,095
+1,237
+3% +$38.1K 0.14% 155
2025
Q2 		$1.28M Buy
38,858
+4,808
+14% +$161K 0.16% 146
2025
Q1 		$1.18M Buy
34,050
+235
+0.7% +$7.59K 0.14% 158
2024
Q4 		$1.09M Sell
33,815
-5,643
-14% -$188K 0.13% 166
2024
Q3 		$1.4M Sell
39,458
-1,854
-4% -$66.3K 0.2% 140
2024
Q2 		$1.49M Buy
41,312
+2,346
+6% +$81.5K 0.22% 126
2024
Q1 		$1.4M Buy
38,966
+2,238
+6% +$75.7K 0.23% 125
2023
Q4 		$1.26M Buy
36,728
+5,587
+18% +$182K 0.25% 107
2023
Q3 		$987K Buy
31,141
+2,697
+9% +$92.7K 0.24% 101
2023
Q2 		$978K Buy
28,444
+3,361
+13% +$112K 0.25% 105
2023
Q1 		$783K Buy
25,083
+3,163
+14% +$99.1K 0.27% 104
2022
Q4 		$699K Buy
21,920
+4,230
+24% +$134K 0.19% 120
2022
Q3 		$597K Buy
17,690
+5,649
+47% +$209K 0.24% 104
2022
Q2 		$428K Sell
12,041
-696
-5% -$26.5K 0.18% 134
2022
Q1 		$512K Sell
12,737
-10,074
-44% -$412K 0.17% 71
2021
Q4 		$1.03M Buy
+22,811
New +$943K 0.31% 56

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

Naviter Wealth's INVH Position: Q2 2026 in Review

Naviter Wealth increased its Invitation Homes (INVH) stake by 23% in Q2 2026, buying an estimated $250K and bringing the position to 47,691 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #147.

Naviter Wealth first reported a position in INVH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q2 2024. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Naviter Wealth held 47,691 shares of Invitation Homes worth $1.45M as of Q2 2026.
  • Naviter Wealth bought 8,841 Invitation Homes shares in Q2 2026, an estimated $250K.
  • Invitation Homes made up 0.13% of Naviter Wealth's portfolio in Q2 2026, its #147 holding.
  • Naviter Wealth first reported a position in Invitation Homes in Q4 2021 and has held it in 19 quarters since.
  • Naviter Wealth's Invitation Homes position peaked at $1.49M in Q2 2024.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.