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Waddell & Associates’s Invitation Homes INVH Stock Holding History

Waddell & Associates’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 		$220K Buy
+7,291
New +$206K 0.01% 494
2026
Q1 		– Sell
-7,324
Closed -$204K – 471
2025
Q4 		$204K Buy
+7,324
New +$204K 0.01% 363

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 $3.38T AUM 44.17% 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

Waddell & Associates's INVH Position: Q2 2026 in Review

Waddell & Associates opened a new position in Invitation Homes (INVH) in Q2 2026: 7,291 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in INVH as recently as Q4 2025.

Waddell & Associates first reported a position in INVH in Q4 2025 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Waddell & Associates held 7,291 shares of Invitation Homes worth $220K as of Q2 2026.
  • Invitation Homes was a new Waddell & Associates position in Q2 2026.
  • Invitation Homes made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #494 holding.
  • Waddell & Associates first reported a position in Invitation Homes in Q4 2025 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.