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Spire Wealth Management’s Invitation Homes INVH Stock Holding History

Spire Wealth Management’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 		$121K Buy
4,004
+45
+1% +$1.27K ﹤0.01% 924
2026
Q1 		$98.4K Sell
3,959
-10
-0.3% -$262 ﹤0.01% 962
2025
Q4 		$110K Buy
3,969
+26
+0.7% +$726 ﹤0.01% 963
2025
Q3 		$116K Sell
3,943
-60
-1% -$1.85K ﹤0.01% 942
2025
Q2 		$131K Buy
4,003
+31
+0.8% +$1.04K ﹤0.01% 877
2025
Q1 		$138K Buy
3,972
+49
+1% +$1.58K ﹤0.01% 927
2024
Q4 		$125K Sell
3,923
-28
-0.7% -$935 ﹤0.01% 958
2024
Q3 		$139K Buy
3,951
+18
+0.5% +$644 ﹤0.01% 824
2024
Q2 		$141K Sell
3,933
-29
-0.7% -$1.01K 0.01% 809
2024
Q1 		$141K Sell
3,962
-444
-10% -$15K ﹤0.01% 887
2023
Q4 		$148K Buy
4,406
+62
+1% +$2.02K ﹤0.01% 861
2023
Q3 		$138K Buy
4,344
+5
+0.1% +$172 0.01% 831
2023
Q2 		$149K Hold
4,339
– – 0.01% 822
2023
Q1 		$136K Sell
4,339
-410
-9% -$12.8K 0.01% 865
2022
Q4 		$141K Buy
4,749
+402
+9% +$12.7K 0.01% 638
2022
Q3 		$147K Sell
4,347
-67
-2% -$2.48K 0.01% 601
2022
Q2 		$157K Sell
4,414
-75
-2% -$2.86K 0.01% 852
2022
Q1 		$180K Sell
4,489
-1,890
-30% -$77.4K ﹤0.01% 937
2021
Q4 		$289K Sell
6,379
-46
-0.7% -$1.9K 0.01% 922
2021
Q3 		$246K Sell
6,425
-1,452
-18% -$58.2K 0.01% 842
2021
Q2 		$294K Buy
7,877
+46
+0.6% +$1.63K 0.01% 778
2021
Q1 		$251K Buy
+7,831
New +$235K 0.01% 964

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

Spire Wealth Management's INVH Position: Q2 2026 in Review

Spire Wealth Management increased its Invitation Homes (INVH) stake by 1.1% in Q2 2026, buying an estimated $1.27K and bringing the position to 4,004 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Spire Wealth Management first reported a position in INVH in Q1 2021 and has held it in 22 quarters since. The position peaked at $294K in Q2 2021. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Spire Wealth Management held 4,004 shares of Invitation Homes worth $121K as of Q2 2026.
  • Spire Wealth Management bought 45 Invitation Homes shares in Q2 2026, an estimated $1.27K.
  • Invitation Homes made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #924 holding.
  • Spire Wealth Management first reported a position in Invitation Homes in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invitation Homes position peaked at $294K in Q2 2021.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.