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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
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 $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

Naviter Wealth's INVH Position: Q1 2026 in Review

Naviter Wealth increased its Invitation Homes (INVH) stake by 16% in Q1 2026, buying an estimated $139K and bringing the position to 38,850 shares worth $977K. The position accounts for 0.12% of the portfolio, ranked #156.

Naviter Wealth first reported a position in INVH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.49M in Q2 2024. 583 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Naviter Wealth held 38,850 shares of Invitation Homes worth $977K as of Q1 2026.
  • Naviter Wealth bought 5,306 Invitation Homes shares in Q1 2026, an estimated $139K.
  • Invitation Homes made up 0.12% of Naviter Wealth's portfolio in Q1 2026, its #156 holding.
  • Naviter Wealth first reported a position in Invitation Homes in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Invitation Homes position peaked at $1.49M in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.