Physician Wealth Advisors’s Invitation Homes INVH Stock Holding History

Physician Wealth 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 Q2	$6.62K	Buy	219 +89	+68%	+$2.52K	﹤0.01%	995
2026 Q1	$3.23K	Buy	130 +97	+294%	+$2.54K	﹤0.01%	1153
2025 Q4	$918	Hold	33	–	–	﹤0.01%	1667
2025 Q3	$968	Buy	33 +20	+154%	+$616	﹤0.01%	1601
2025 Q2	$427	Sell	13 -16	-55%	-$537	﹤0.01%	1749
2025 Q1	$1.01K	Buy	+29	New	+$937	﹤0.01%	1050

Other funds holding INVH

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's INVH Position: Q2 2026 in Review

Physician Wealth Advisors increased its Invitation Homes (INVH) stake by 68% in Q2 2026, buying an estimated $2.52K and bringing the position to 219 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Physician Wealth Advisors first reported a position in INVH in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

Physician Wealth Advisors held 219 shares of Invitation Homes worth $6.62K as of Q2 2026.
Physician Wealth Advisors bought 89 Invitation Homes shares in Q2 2026, an estimated $2.52K.
Invitation Homes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #995 holding.
Physician Wealth Advisors first reported a position in Invitation Homes in Q1 2025 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.