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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
2020
Q2 		– Sell
-228
Closed -$487K – 444
2020
Q1 		$487K Hold
228
– – 0.09% 164
2019
Q4 		$683K Buy
+228
New +$6.83K 0.05% 252

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

Summit Securities Group's INVH Position: Q1 2026 in Review

Summit Securities Group reduced its Invitation Homes (INVH) stake by 89% in Q1 2026, selling an estimated $19.5K and leaving 93 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Summit Securities Group first reported a position in INVH in Q1 2020 and has held it in 14 quarters since. The position peaked at $671K in Q4 2021. 582 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Summit Securities Group held 93 shares of Invitation Homes worth $2.31K as of Q1 2026.
  • Summit Securities Group sold 744 Invitation Homes shares in Q1 2026, an estimated $19.5K.
  • Invitation Homes made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #928 holding.
  • Summit Securities Group first reported a position in Invitation Homes in Q1 2020 and has held it in 14 quarters since.
  • Summit Securities Group's Invitation Homes position peaked at $671K in Q4 2021.
  • 582 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.