Pinnacle Wealth Planning Services’s Invitation Homes INVH Stock Holding History

Pinnacle Wealth Planning Services’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	$3.45K	Buy	131 +11	+9%	+$321	﹤0.01%	2365
2026 Q2	$3.62K	Buy	120 +50	+71%	+$1.41K	﹤0.01%	2362
2026 Q1	$1.74K	Sell	70 -161	-70%	-$4.22K	﹤0.01%	2466
2025 Q4	$6.42K	Buy	+231	New	+$6.45K	﹤0.01%	2199
2021 Q1	–	Sell	-29	Closed	-$1K	–	1121
2020 Q4	$1K	Buy	+29	New	+$835	﹤0.01%	2127

Other funds holding INVH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's INVH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Invitation Homes (INVH) stake by 9.2% in Q3 2026, buying an estimated $321 and bringing the position to 131 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Pinnacle Wealth Planning Services first reported a position in INVH in Q4 2020 and has held it in 5 quarters since. The position peaked at $6.42K in Q4 2025. 303 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

Pinnacle Wealth Planning Services held 131 shares of Invitation Homes worth $3.45K as of Q3 2026.
Pinnacle Wealth Planning Services bought 11 Invitation Homes shares in Q3 2026, an estimated $321.
Invitation Homes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2365 holding.
Pinnacle Wealth Planning Services first reported a position in Invitation Homes in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Invitation Homes position peaked at $6.42K in Q4 2025.
303 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.