Rise Advisors’s Invitation Homes INVH Stock Holding History

Rise 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
2025 Q4	–	Sell	-48	Closed	-$1.41K	–	740
2025 Q3	$1.41K	Buy	48 +16	+50%	+$493	﹤0.01%	1227
2025 Q2	$1.05K	Hold	32	–	–	﹤0.01%	1275
2025 Q1	$1.11K	Buy	+32	New	+$1.03K	﹤0.01%	1231

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's INVH Position: Q4 2025 in Review

Rise Advisors sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 48 shares — an estimated $1.41K sold.

Rise Advisors first reported a position in INVH in Q1 2025 and held it in 3 quarters. The position peaked at $1.41K in Q3 2025. 593 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

Rise Advisors reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 48 Invitation Homes shares in Q4 2025, an estimated $1.41K.
Rise Advisors first reported a position in Invitation Homes in Q1 2025 and held it in 3 quarters.
Rise Advisors's Invitation Homes position peaked at $1.41K in Q3 2025.
593 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.