Waypoint Wealth Counsel’s Invitation Homes INVH Stock Holding History

Waypoint Wealth Counsel’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	–	Sell	-9,035	Closed	-$225K	–	188
2026 Q1	$225K	Sell	9,035 -3,459	-28%	-$90.6K	0.12%	194
2025 Q4	$347K	Buy	+12,494	New	+$349K	0.13%	165

Other funds holding INVH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waypoint Wealth Counsel's INVH Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Invitation Homes (INVH) in Q2 2026, closing a stake of 9,035 shares — an estimated $225K sold.

Waypoint Wealth Counsel first reported a position in INVH in Q4 2025 and held it in 2 quarters. The position peaked at $347K in Q4 2025. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

Waypoint Wealth Counsel reported no remaining Invitation Homes position as of Q2 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 9,035 Invitation Homes shares in Q2 2026, an estimated $225K.
Waypoint Wealth Counsel first reported a position in Invitation Homes in Q4 2025 and held it in 2 quarters.
Waypoint Wealth Counsel's Invitation Homes position peaked at $347K in Q4 2025.
625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.