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Tortoise Investment Management’s Invitation Homes INVH Stock Holding History

Tortoise Investment 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 		– Sell
-20,000
Closed -$120 – 258
2026
Q1 		$120 Buy
+20,000
New +$524K ﹤0.01% 249

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tortoise Investment Management's INVH Position: Q2 2026 in Review

Tortoise Investment Management sold out of Invitation Homes (INVH) in Q2 2026, closing a stake of 122 shares — an estimated $3.03K sold.

Tortoise Investment Management first reported a position in INVH in Q2 2025 and held it in 3 quarters. The position peaked at $3.03K in Q1 2026. 278 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Tortoise Investment Management reported no remaining Invitation Homes position as of Q2 2026 after selling out during the quarter.
  • Tortoise Investment Management sold 122 Invitation Homes shares in Q2 2026, an estimated $3.03K.
  • Tortoise Investment Management first reported a position in Invitation Homes in Q2 2025 and held it in 3 quarters.
  • Tortoise Investment Management's Invitation Homes position peaked at $3.03K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.