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Private Wealth Management Group’s Invitation Homes INVH Stock Holding History

Private Wealth Management Group’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 		$4.38K Hold
145
– – ﹤0.01% 897
2026
Q1 		$3.6K Buy
+145
New +$3.8K ﹤0.01% 885

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

Private Wealth Management Group's INVH Position: Q2 2026 in Review

Private Wealth Management Group held its Invitation Homes (INVH) position steady in Q2 2026 at 145 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Private Wealth Management Group first reported a position in INVH in Q1 2026 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Private Wealth Management Group held 145 shares of Invitation Homes worth $4.38K as of Q2 2026.
  • Private Wealth Management Group left its Invitation Homes share count unchanged in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #897 holding.
  • Private Wealth Management Group first reported a position in Invitation Homes in Q1 2026 and has held it in 2 quarters since.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.