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True Wealth Design’s Invitation Homes INVH Stock Holding History

True Wealth Design’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
Q3 		$110K Buy
4,170
+2,131
+105% +$62.1K 0.03% 256
2026
Q2 		$61.6K Buy
2,039
+735
+56% +$20.8K 0.01% 414
2026
Q1 		$32.4K Buy
1,304
+544
+72% +$14.2K 0.01% 535
2025
Q4 		$21.1K Buy
760
+417
+122% +$11.6K 0.01% 588
2025
Q3 		$10.1K Buy
343
+270
+370% +$8.32K ﹤0.01% 832
2025
Q2 		$2.4K Buy
73
+68
+1,360% +$2.28K ﹤0.01% 1107
2025
Q1 		$175 Buy
+5
New +$162 ﹤0.01% 2009

Other funds holding INVH

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

True Wealth Design's INVH Position: Q3 2026 in Review

True Wealth Design increased its Invitation Homes (INVH) stake by 105% in Q3 2026, buying an estimated $62.1K and bringing the position to 4,170 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #256.

True Wealth Design first reported a position in INVH in Q1 2025 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • True Wealth Design held 4,170 shares of Invitation Homes worth $110K as of Q3 2026.
  • True Wealth Design bought 2,131 Invitation Homes shares in Q3 2026, an estimated $62.1K.
  • Invitation Homes made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #256 holding.
  • True Wealth Design first reported a position in Invitation Homes in Q1 2025 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.