United Capital Financial Advisors’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $862K | Buy |
28,544
+8,753
| +44% | +$248K | ﹤0.01% | 861 |
|
|
2026
Q1 | $492K | Buy |
19,791
+10,185
| +106% | +$267K | ﹤0.01% | 1075 |
|
|
2025
Q4 | $267K | Sell |
9,606
-3,828
| -28% | -$107K | ﹤0.01% | 1217 |
|
|
2025
Q3 | $394K | Sell |
13,434
-4,401
| -25% | -$136K | ﹤0.01% | 941 |
|
|
2025
Q2 | $585K | Buy |
17,835
+3,697
| +26% | +$124K | ﹤0.01% | 740 |
|
|
2025
Q1 | $493K | Sell |
14,138
-1,947
| -12% | -$62.9K | ﹤0.01% | 747 |
|
|
2024
Q4 | $514K | Sell |
16,085
-1,458
| -8% | -$48.7K | ﹤0.01% | 728 |
|
|
2024
Q3 | $619K | Sell |
17,543
-447
| -2% | -$16K | 0.01% | 675 |
|
|
2024
Q2 | $646K | Buy |
17,990
+221
| +1% | +$7.68K | 0.01% | 639 |
|
|
2024
Q1 | $633K | Sell |
17,769
-2,022
| -10% | -$68.4K | 0.01% | 674 |
|
|
2023
Q4 | $675K | Sell |
19,791
-2,506
| -11% | -$81.6K | 0.01% | 652 |
|
|
2023
Q3 | $707K | Sell |
22,297
-4,712
| -17% | -$162K | ﹤0.01% | 577 |
|
|
2023
Q2 | $929K | Sell |
27,009
-3,623
| -12% | -$121K | 0.01% | 568 |
|
|
2023
Q1 | $957K | Sell |
30,632
-3,100
| -9% | -$97.1K | 0.01% | 588 |
|
|
2022
Q4 | $1,000K | Sell |
33,732
-3,076
| -8% | -$97.5K | 0.01% | 609 |
|
|
2022
Q3 | $1.24M | Sell |
36,808
-2,671
| -7% | -$99K | 0.01% | 566 |
|
|
2022
Q2 | $1.41M | Sell |
39,479
-352
| -0.9% | -$13.4K | 0.01% | 561 |
|
|
2022
Q1 | $1.6M | Sell |
39,831
-1,245
| -3% | -$51K | 0.01% | 566 |
|
|
2021
Q4 | $1.86M | Buy |
41,076
+1,634
| +4% | +$67.5K | 0.01% | 551 |
|
|
2021
Q3 | $1.51M | Buy |
39,442
+52
| +0.1% | +$2.08K | 0.01% | 577 |
|
|
2021
Q2 | $1.47M | Buy |
39,390
+5,692
| +17% | +$201K | 0.01% | 602 |
|
|
2021
Q1 | $1.08M | Sell |
33,698
-21,582
| -39% | -$647K | 0.01% | 645 |
|
|
2020
Q4 | $1.64M | Sell |
55,280
-12,789
| -19% | -$368K | 0.01% | 552 |
|
|
2020
Q3 | $1.91M | Sell |
68,069
-15,408
| -18% | -$439K | 0.01% | 510 |
|
|
2020
Q2 | $2.3M | Buy |
83,477
+3,358
| +4% | +$84.1K | 0.02% | 489 |
|
|
2020
Q1 | $1.71M | Buy |
80,119
+3,703
| +5% | +$105K | 0.01% | 527 |
|
|
2019
Q4 | $2.29M | Buy |
76,416
+15,127
| +25% | +$453K | 0.01% | 579 |
|
|
2019
Q3 | $1.81M | Buy |
61,289
+47,131
| +333% | +$1.33M | 0.01% | 606 |
|
|
2019
Q2 | $378K | Buy |
+14,158
| New | +$361K | ﹤0.01% | 1134 |
|
|
2019
Q1 | – | Sell |
-29,002
| Closed | -$580K | – | 1373 |
|
|
2018
Q4 | $580K | Sell |
29,002
-2,256
| -7% | -$48.3K | ﹤0.01% | 870 |
|
|
2018
Q3 | $716K | Sell |
31,258
-157
| -0.5% | -$3.65K | 0.01% | 865 |
|
|
2018
Q2 | $724K | Sell |
31,415
-9,183
| -23% | -$208K | 0.01% | 844 |
|
|
2018
Q1 | $927K | Buy |
40,598
+2,027
| +5% | +$45K | 0.01% | 793 |
|
|
2017
Q4 | $909K | Buy |
+38,571
| New | +$893K | 0.01% | 806 |
|
Other funds holding INVH
AAMU
United Capital Financial Advisors's INVH Position: Q2 2026 in Review
United Capital Financial Advisors increased its Invitation Homes (INVH) stake by 44% in Q2 2026, buying an estimated $248K and bringing the position to 28,544 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #861.
United Capital Financial Advisors first reported a position in INVH in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.3M in Q2 2020. 622 funds tracked by Wall St. Rank hold INVH as of Q2 2026.
- United Capital Financial Advisors held 28,544 shares of Invitation Homes worth $862K as of Q2 2026.
- United Capital Financial Advisors bought 8,753 Invitation Homes shares in Q2 2026, an estimated $248K.
- Invitation Homes made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #861 holding.
- United Capital Financial Advisors first reported a position in Invitation Homes in Q4 2017 and has held it in 34 quarters since.
- United Capital Financial Advisors's Invitation Homes position peaked at $2.3M in Q2 2020.
- 622 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.