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New England Research & Management’s Invitation Homes INVH Stock Holding History

New England Research & Management’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 		$930K Sell
30,788
-4,525
-13% -$128K 0.36% 75
2026
Q1 		$878K Sell
35,313
-8,162
-19% -$214K 0.37% 75
2025
Q4 		$1.21M Sell
43,475
-11,139
-20% -$311K 0.53% 61
2025
Q3 		$1.6M Buy
54,614
+8,400
+18% +$259K 0.74% 41
2025
Q2 		$1.52M Buy
46,214
+400
+0.9% +$13.4K 0.72% 44
2025
Q1 		$1.6M Buy
45,814
+5,695
+14% +$184K 0.81% 39
2024
Q4 		$1.28M Sell
40,119
-650
-2% -$21.7K 0.65% 51
2024
Q3 		$1.44M Buy
40,769
+4,700
+13% +$168K 0.68% 53
2024
Q2 		$1.29M Sell
36,069
-625
-2% -$21.7K 0.62% 58
2024
Q1 		$1.31M Buy
36,694
+600
+2% +$20.3K 0.64% 54
2023
Q4 		$1.23M Sell
36,094
-2,500
-6% -$81.4K 0.65% 57
2023
Q3 		$1.22M Hold
38,594
– – 0.7% 52
2023
Q2 		$1.33M Buy
38,594
+10,450
+37% +$349K 0.77% 51
2023
Q1 		$879K Sell
28,144
-2,175
-7% -$68.2K 0.52% 76
2022
Q4 		$899K Hold
30,319
– – 0.52% 78
2022
Q3 		$1.02M Sell
30,319
-700
-2% -$25.9K 0.65% 59
2022
Q2 		$1.1M Sell
31,019
-11,431
-27% -$436K 0.64% 55
2022
Q1 		$1.71M Sell
42,450
-3,400
-7% -$139K 0.88% 36
2021
Q4 		$2.08M Sell
45,850
-200
-0.4% -$8.26K 1.01% 27
2021
Q3 		$1.76M Buy
46,050
+5,250
+13% +$210K 0.92% 34
2021
Q2 		$1.52M Sell
40,800
-200
-0.5% -$7.07K 0.79% 45
2021
Q1 		$1.31M Buy
41,000
+1,875
+5% +$56.2K 0.72% 49
2020
Q4 		$1.16M Buy
39,125
+18,525
+90% +$533K 0.72% 51
2020
Q3 		$577K Buy
+20,600
New +$587K 0.42% 83

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

New England Research & Management's INVH Position: Q2 2026 in Review

New England Research & Management reduced its Invitation Homes (INVH) stake by 13% in Q2 2026, selling an estimated $128K and leaving 30,788 shares worth $930K. The position accounts for 0.36% of the portfolio, ranked #75.

New England Research & Management first reported a position in INVH in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.08M in Q4 2021. 620 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • New England Research & Management held 30,788 shares of Invitation Homes worth $930K as of Q2 2026.
  • New England Research & Management sold 4,525 Invitation Homes shares in Q2 2026, an estimated $128K.
  • Invitation Homes made up 0.36% of New England Research & Management's portfolio in Q2 2026, its #75 holding.
  • New England Research & Management first reported a position in Invitation Homes in Q3 2020 and has held it in 24 quarters since.
  • New England Research & Management's Invitation Homes position peaked at $2.08M in Q4 2021.
  • 620 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.