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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
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

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

Root Financial Partners's INVH Position: Q2 2026 in Review

Root Financial Partners sold out of Invitation Homes (INVH) in Q2 2026, closing a stake of 807 shares — an estimated $20.1K sold.

Root Financial Partners first reported a position in INVH in Q3 2025 and held it in 3 quarters. The position peaked at $20.1K in Q1 2026. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Root Financial Partners reported no remaining Invitation Homes position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 807 Invitation Homes shares in Q2 2026, an estimated $20.1K.
  • Root Financial Partners first reported a position in Invitation Homes in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invitation Homes position peaked at $20.1K in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.