Root Financial Partners
INVH icon

Root Financial Partners’s Invitation Homes INVH Stock Holding History

Root Financial Partners’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 		$84.3K Buy
+3,201
New +$93.3K ﹤0.01% 824
2026
Q2 		– Sell
-807
Closed -$20.1K – 1776
2026
Q1 		$20.1K Buy
807
+711
+741% +$18.6K ﹤0.01% 1323
2025
Q4 		$2.67K Buy
96
+70
+269% +$1.96K ﹤0.01% 1936
2025
Q3 		$763 Buy
+26
New +$801 ﹤0.01% 2098

Other funds holding INVH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Root Financial Partners's INVH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invitation Homes (INVH) in Q3 2026: 3,201 shares worth $84.3K. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INVH as recently as Q1 2026.

Root Financial Partners first reported a position in INVH in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • Root Financial Partners held 3,201 shares of Invitation Homes worth $84.3K as of Q3 2026.
  • Invitation Homes was a new Root Financial Partners position in Q3 2026.
  • Invitation Homes made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #824 holding.
  • Root Financial Partners first reported a position in Invitation Homes in Q3 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.