SageView Advisory Group’s Invitation Homes INVH Stock Holding History

SageView Advisory 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 Q1	–	Sell	-1,539	Closed	-$42.8K	–	1470
2025 Q4	$42.8K	Buy	+1,539	New	+$43K	﹤0.01%	1144

Other funds holding INVH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cohen & Steers New York $63.2B AUM 17.15% 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

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

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

SageView Advisory Group's INVH Position: Q1 2026 in Review

SageView Advisory Group sold out of Invitation Homes (INVH) in Q1 2026, closing a stake of 1,539 shares — an estimated $42.8K sold.

SageView Advisory Group first reported a position in INVH in Q4 2025 and held it in 1 quarter. The position peaked at $42.8K in Q4 2025. 586 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

SageView Advisory Group reported no remaining Invitation Homes position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,539 Invitation Homes shares in Q1 2026, an estimated $42.8K.
SageView Advisory Group first reported a position in Invitation Homes in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Invitation Homes position peaked at $42.8K in Q4 2025.
586 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.