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Principia Wealth Advisory’s Invitation Homes INVH Stock Holding History

Principia Wealth Advisory’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 		$1.99K Buy
66
+19
+40% +$537 ﹤0.01% 593
2026
Q1 		$1.17K Buy
47
+22
+88% +$576 ﹤0.01% 665
2025
Q4 		$695 Buy
25
+4
+19% +$112 ﹤0.01% 757
2025
Q3 		$616 Sell
21
-3
-13% -$92 ﹤0.01% 755
2025
Q2 		$787 Hold
24
– – ﹤0.01% 633
2025
Q1 		$774 Buy
24
+19
+380% +$614 ﹤0.01% 460
2024
Q4 		$160 Buy
+5
New +$167 ﹤0.01% 746

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

Principia Wealth Advisory's INVH Position: Q2 2026 in Review

Principia Wealth Advisory increased its Invitation Homes (INVH) stake by 40% in Q2 2026, buying an estimated $537 and bringing the position to 66 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Principia Wealth Advisory first reported a position in INVH in Q4 2024 and has held it in 7 quarters since. 624 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Principia Wealth Advisory held 66 shares of Invitation Homes worth $1.99K as of Q2 2026.
  • Principia Wealth Advisory bought 19 Invitation Homes shares in Q2 2026, an estimated $537.
  • Invitation Homes made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #593 holding.
  • Principia Wealth Advisory first reported a position in Invitation Homes in Q4 2024 and has held it in 7 quarters since.
  • 624 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.