NewEdge Advisors
INVH icon

NewEdge Advisors’s Invitation Homes INVH Stock Holding History

NewEdge 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
Q3 		$394K Buy
14,966
+6,168
+70% +$180K ﹤0.01% 2358
2026
Q2 		$266K Buy
8,798
+8,794
+219,850% +$249K ﹤0.01% 2589
2026
Q1 		$111 Sell
4
-8,251
-100% -$216K ﹤0.01% 4082
2025
Q4 		$229K Buy
8,255
+8,004
+3,189% +$223K ﹤0.01% 2497
2025
Q3 		$7.37K Sell
251
-1
-0.4% -$31 ﹤0.01% 3419
2025
Q2 		$8.28K Buy
252
+1
+0.4% +$34 ﹤0.01% 3260
2025
Q1 		$8.76K Buy
251
+3
+1% +$97 ﹤0.01% 3145
2024
Q4 		$7.94K Sell
248
-205
-45% -$6.84K ﹤0.01% 3097
2024
Q3 		$16K Buy
453
+1
+0.2% +$36 ﹤0.01% 2783
2024
Q2 		$16.2K Buy
452
+2
+0.4% +$70 ﹤0.01% 2694
2024
Q1 		$16K Buy
450
+2
+0.4% +$68 ﹤0.01% 2706
2023
Q4 		$15.3K Sell
448
-57
-11% -$1.86K ﹤0.01% 2683
2023
Q3 		$16K Sell
505
-4
-0.8% -$137 ﹤0.01% 2432
2023
Q2 		$17.5K Sell
509
-1,627
-76% -$54.4K ﹤0.01% 2415
2023
Q1 		$66.7K Sell
2,136
-1,298
-38% -$40.7K ﹤0.01% 1886
2022
Q4 		$24.7K Sell
3,434
-32,146
-90% -$1.02M ﹤0.01% 2046
2022
Q3 		$1.2M Sell
35,580
-1,129
-3% -$41.8K 0.02% 577
2022
Q2 		$1.31M Sell
36,709
-1,384
-4% -$52.8K 0.02% 569
2022
Q1 		$1.53M Buy
38,093
+6,263
+20% +$256K 0.02% 500
2021
Q4 		$1.44M Buy
+31,830
New +$1.32M 0.02% 569

Other funds holding INVH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

NewEdge Advisors's INVH Position: Q3 2026 in Review

NewEdge Advisors increased its Invitation Homes (INVH) stake by 70% in Q3 2026, buying an estimated $180K and bringing the position to 14,966 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

NewEdge Advisors first reported a position in INVH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.53M in Q1 2022. 506 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • NewEdge Advisors held 14,966 shares of Invitation Homes worth $394K as of Q3 2026.
  • NewEdge Advisors bought 6,168 Invitation Homes shares in Q3 2026, an estimated $180K.
  • Invitation Homes made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2358 holding.
  • NewEdge Advisors first reported a position in Invitation Homes in Q4 2021 and has held it in 20 quarters since.
  • NewEdge Advisors's Invitation Homes position peaked at $1.53M in Q1 2022.
  • 506 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.