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Summit Trail Advisors’s Invitation Homes INVH Stock Holding History

Summit Trail Advisors’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 		$1.69M Sell
55,979
-15,329
-21% -$434K 0.02% 710
2026
Q1 		$1.77M Buy
71,308
+19,998
+39% +$524K 0.03% 616
2025
Q4 		$1.44M Buy
51,310
+870
+2% +$24.3K 0.02% 609
2025
Q3 		$1.48M Buy
50,440
+33,202
+193% +$1.02M 0.02% 608
2025
Q2 		$564K Buy
+17,238
New +$579K 0.01% 694
2018
Q3 		– Sell
-821
Closed -$19K – 362
2018
Q2 		$19K Buy
+821
New +$18.6K 0.01% 392
2018
Q1 		– Sell
-145
Closed -$3K – 1039
2017
Q4 		$3K Buy
+145
New +$3.36K ﹤0.01% 1552

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 Trail Advisors's INVH Position: Q2 2026 in Review

Summit Trail Advisors reduced its Invitation Homes (INVH) stake by 21% in Q2 2026, selling an estimated $434K and leaving 55,979 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #710.

Summit Trail Advisors first reported a position in INVH in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Summit Trail Advisors held 55,979 shares of Invitation Homes worth $1.69M as of Q2 2026.
  • Summit Trail Advisors sold 15,329 Invitation Homes shares in Q2 2026, an estimated $434K.
  • Invitation Homes made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #710 holding.
  • Summit Trail Advisors first reported a position in Invitation Homes in Q4 2017 and has held it in 7 quarters since.
  • Summit Trail Advisors's Invitation Homes position peaked at $1.77M in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.