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Nicola Wealth Management’s Invitation Homes INVH Stock Holding History

Nicola Wealth 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
2025
Q3 		– Sell
-61,231
Closed -$2.01M – 90
2025
Q2 		$2.01M Buy
61,231
+6,113
+11% +$205K 0.19% 79
2025
Q1 		$1.92M Sell
55,118
-4,930
-8% -$159K 0.19% 81
2024
Q4 		$2.76M Buy
60,048
+13,700
+30% +$457K 0.26% 71
2024
Q3 		$2.21M Sell
46,348
-5,000
-10% -$179K 0.18% 83
2024
Q2 		$2.52M Buy
51,348
+700
+1% +$24.3K 0.23% 78
2024
Q1 		$2.44M Buy
50,648
+20,100
+66% +$680K 0.24% 81
2023
Q4 		$1.38M Sell
30,548
-16,425
-35% -$535K 0.14% 99
2023
Q3 		$2.01M Buy
46,973
+5,700
+14% +$196K 0.22% 88
2023
Q2 		$1.42M Buy
41,273
+1,384
+3% +$46.2K 0.14% 93
2023
Q1 		$1.25M Sell
39,889
-30,800
-44% -$965K 0.12% 101
2022
Q4 		$2.09M Buy
70,689
+20,800
+42% +$659K 0.21% 90
2022
Q3 		$1.69M Sell
49,889
-5,100
-9% -$189K 0.19% 96
2022
Q2 		$1.96M Buy
+54,989
New +$2.1M 0.19% 95
2022
Q1 		– Sell
-13,000
Closed -$591K – 124
2021
Q4 		$591K Hold
13,000
– – 0.06% 110
2021
Q3 		$498K Sell
13,000
-4,000
-24% -$160K 0.05% 107
2021
Q2 		$634K Buy
+17,000
New +$601K 0.07% 113

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 $3.37T AUM 44.26% 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

Nicola Wealth Management's INVH Position: Q3 2025 in Review

Nicola Wealth Management sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 61,231 shares — an estimated $2.01M sold.

Nicola Wealth Management first reported a position in INVH in Q2 2021 and held it in 16 quarters. The position peaked at $2.76M in Q4 2024. 571 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Nicola Wealth Management reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 61,231 Invitation Homes shares in Q3 2025, an estimated $2.01M.
  • Nicola Wealth Management first reported a position in Invitation Homes in Q2 2021 and held it in 16 quarters.
  • Nicola Wealth Management's Invitation Homes position peaked at $2.76M in Q4 2024.
  • 571 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.