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Nvest Wealth Strategies’s Invitation Homes INVH Stock Holding History

Nvest Wealth Strategies’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 		$726 Hold
24
– – ﹤0.01% 247
2026
Q1 		$597 Buy
+24
New +$629 ﹤0.01% 265

Other funds holding INVH

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nvest Wealth Strategies's INVH Position: Q2 2026 in Review

Nvest Wealth Strategies held its Invitation Homes (INVH) position steady in Q2 2026 at 24 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Nvest Wealth Strategies first reported a position in INVH in Q1 2026 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Nvest Wealth Strategies held 24 shares of Invitation Homes worth $726 as of Q2 2026.
  • Nvest Wealth Strategies left its Invitation Homes share count unchanged in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #247 holding.
  • Nvest Wealth Strategies first reported a position in Invitation Homes in Q1 2026 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.