SVB Wealth’s Invitation Homes INVH Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-1,658	Closed	-$57.8K	–	1041
2025 Q1	$57.8K	Buy	+1,658	New	+$53.6K	﹤0.01%	504

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

SVB Wealth's INVH Position: Q2 2025 in Review

SVB Wealth sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 1,658 shares — an estimated $57.8K sold.

SVB Wealth first reported a position in INVH in Q1 2025 and held it in 1 quarter. The position peaked at $57.8K in Q1 2025. 572 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

SVB Wealth reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,658 Invitation Homes shares in Q2 2025, an estimated $57.8K.
SVB Wealth first reported a position in Invitation Homes in Q1 2025 and held it in 1 quarter.
SVB Wealth's Invitation Homes position peaked at $57.8K in Q1 2025.
572 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.