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Summit Securities Group’s Invitation Homes INVH Stock Holding History

Summit Securities 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
Q2 		$15.9K Buy
527
+434
+467% +$12.3K ﹤0.01% 773
2026
Q1 		$2.31K Sell
93
-744
-89% -$19.5K ﹤0.01% 928
2025
Q4 		$23.3K Sell
837
-134
-14% -$3.74K ﹤0.01% 777
2025
Q3 		$28.5K Buy
971
+587
+153% +$18.1K 0.01% 703
2025
Q2 		$12.6K Buy
+384
New +$12.9K ﹤0.01% 838
2024
Q2 		– Sell
-600
Closed -$21K – 670
2024
Q1 		$21K Buy
+600
New +$20.3K ﹤0.01% 308
2023
Q3 		– Sell
-760
Closed -$26K – 789
2023
Q2 		$26K Sell
760
-380
-33% -$12.7K ﹤0.01% 564
2023
Q1 		$36K Buy
1,140
+51
+5% +$1.6K ﹤0.01% 496
2022
Q4 		$32K Buy
1,089
+588
+117% +$18.6K ﹤0.01% 812
2022
Q3 		$17K Sell
501
-399
-44% -$14.8K ﹤0.01% 745
2022
Q2 		$32K Hold
900
– – ﹤0.01% 657
2022
Q1 		$36K Sell
900
-13,900
-94% -$569K ﹤0.01% 649
2021
Q4 		$671K Buy
+14,800
New +$612K 0.03% 307
2021
Q3 		– Sell
-11,600
Closed -$433K – 794
2021
Q2 		$433K Buy
+11,600
New +$410K 0.04% 421
2020
Q2 		– Sell
-18,400
Closed -$393K – 443
2020
Q1 		$393K Buy
+18,400
New +$521K 0.07% 180

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

Summit Securities Group's INVH Position: Q2 2026 in Review

Summit Securities Group increased its Invitation Homes (INVH) stake by 467% in Q2 2026, buying an estimated $12.3K and bringing the position to 527 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Summit Securities Group first reported a position in INVH in Q1 2020 and has held it in 15 quarters since. The position peaked at $671K in Q4 2021. 620 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Summit Securities Group held 527 shares of Invitation Homes worth $15.9K as of Q2 2026.
  • Summit Securities Group bought 434 Invitation Homes shares in Q2 2026, an estimated $12.3K.
  • Invitation Homes made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #773 holding.
  • Summit Securities Group first reported a position in Invitation Homes in Q1 2020 and has held it in 15 quarters since.
  • Summit Securities Group's Invitation Homes position peaked at $671K in Q4 2021.
  • 620 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.