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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Root Financial Partners's INVH Position: Q1 2026 in Review

Root Financial Partners increased its Invitation Homes (INVH) stake by 741% in Q1 2026, buying an estimated $18.6K and bringing the position to 807 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Root Financial Partners first reported a position in INVH in Q3 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Root Financial Partners held 807 shares of Invitation Homes worth $20.1K as of Q1 2026.
  • Root Financial Partners bought 711 Invitation Homes shares in Q1 2026, an estimated $18.6K.
  • Invitation Homes made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1323 holding.
  • Root Financial Partners first reported a position in Invitation Homes in Q3 2025 and has held it in 3 quarters since.
  • 583 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.