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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
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

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

True Wealth Design's INVH Position: Q2 2026 in Review

True Wealth Design increased its Invitation Homes (INVH) stake by 56% in Q2 2026, buying an estimated $20.8K and bringing the position to 2,039 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #414.

True Wealth Design first reported a position in INVH in Q1 2025 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • True Wealth Design held 2,039 shares of Invitation Homes worth $61.6K as of Q2 2026.
  • True Wealth Design bought 735 Invitation Homes shares in Q2 2026, an estimated $20.8K.
  • Invitation Homes made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #414 holding.
  • True Wealth Design first reported a position in Invitation Homes in Q1 2025 and has held it in 6 quarters since.
  • 624 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.