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NewSquare Capital’s Invitation Homes INVH Stock Holding History

NewSquare Capital’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
-387
Closed -$12.7K – 690
2025
Q2 		$12.7K Buy
387
+236
+156% +$7.92K ﹤0.01% 591
2025
Q1 		$5.26K Buy
151
+143
+1,788% +$4.62K ﹤0.01% 687
2024
Q4 		$256 Buy
+8
New +$267 ﹤0.01% 844
2023
Q4 		– Sell
-172
Closed -$5.45K – 563
2023
Q3 		$5.45K Buy
+172
New +$5.91K ﹤0.01% 374
2019
Q4 		– Sell
-19,502
Closed -$585K – 315
2019
Q3 		$577K Buy
19,502
+3,652
+23% +$103K 0.1% 92
2019
Q2 		$424K Buy
+15,850
New +$404K 0.08% 104

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewSquare Capital's INVH Position: Q3 2025 in Review

NewSquare Capital sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 387 shares — an estimated $12.7K sold.

NewSquare Capital first reported a position in INVH in Q2 2019 and held it in 6 quarters. The position peaked at $577K in Q3 2019. 571 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • NewSquare Capital reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 387 Invitation Homes shares in Q3 2025, an estimated $12.7K.
  • NewSquare Capital first reported a position in Invitation Homes in Q2 2019 and held it in 6 quarters.
  • NewSquare Capital's Invitation Homes position peaked at $577K in Q3 2019.
  • 571 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.