Turtle Creek Wealth Advisors’s Invitation Homes INVH Stock Holding History

Turtle Creek Wealth 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
2025 Q3	–	Sell	-7,259	Closed	-$238K	–	368
2025 Q2	$238K	Buy	+7,259	New	+$244K	0.03%	244
2024 Q1	–	Sell	-33	Closed	-$1.13K	–	495
2023 Q4	$1.13K	Buy	+33	New	+$1.07K	﹤0.01%	819

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Turtle Creek Wealth Advisors's INVH Position: Q3 2025 in Review

Turtle Creek Wealth Advisors sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 7,259 shares — an estimated $238K sold.

Turtle Creek Wealth Advisors first reported a position in INVH in Q4 2023 and held it in 2 quarters. The position peaked at $238K in Q2 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

Turtle Creek Wealth Advisors reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 7,259 Invitation Homes shares in Q3 2025, an estimated $238K.
Turtle Creek Wealth Advisors first reported a position in Invitation Homes in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's Invitation Homes position peaked at $238K in Q2 2025.
570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.