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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
Q2 		$3.63K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's INVH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Invitation Homes (INVH) stake by 71% in Q2 2026, buying an estimated $1.41K and bringing the position to 120 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Pinnacle Wealth Planning Services first reported a position in INVH in Q4 2020 and has held it in 4 quarters since. The position peaked at $6.42K in Q4 2025. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 120 shares of Invitation Homes worth $3.63K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 50 Invitation Homes shares in Q2 2026, an estimated $1.41K.
  • Invitation Homes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2362 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invitation Homes in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Invitation Homes position peaked at $6.42K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.