Wealth Enhancement Advisory Services
INVH icon

Wealth Enhancement Advisory Services’s Invitation Homes INVH Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.21M Buy
118,326
+24,554
+26% +$695K 0.01% 1273
2026
Q1 		$2.19M Sell
93,772
-1,227
-1% -$32.1K ﹤0.01% 1348
2025
Q4 		$2.68M Buy
94,999
+38,653
+69% +$1.08M ﹤0.01% 1350
2025
Q3 		$1.59M Sell
56,346
-1,844
-3% -$56.8K ﹤0.01% 1588
2025
Q2 		$1.9M Buy
58,190
+43,277
+290% +$1.45M ﹤0.01% 1381
2025
Q1 		$520K Buy
14,913
+1,268
+9% +$41K ﹤0.01% 2040
2024
Q4 		$436K Buy
13,645
+760
+6% +$25.4K ﹤0.01% 2091
2024
Q3 		$454K Buy
12,885
+752
+6% +$26.9K ﹤0.01% 1885
2024
Q2 		$435K Buy
12,133
+5,813
+92% +$202K ﹤0.01% 1734
2024
Q1 		$225K Sell
6,320
-1,059
-14% -$35.8K ﹤0.01% 2117
2023
Q4 		$252K Buy
7,379
+342
+5% +$11.1K ﹤0.01% 1946
2023
Q3 		$223K Buy
+7,037
New +$242K ﹤0.01% 1938

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

Wealth Enhancement Advisory Services's INVH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invitation Homes (INVH) stake by 26% in Q2 2026, buying an estimated $695K and bringing the position to 118,326 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #1273.

Wealth Enhancement Advisory Services first reported a position in INVH in Q3 2023 and has held it in 12 quarters since. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 118,326 shares of Invitation Homes worth $3.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 24,554 Invitation Homes shares in Q2 2026, an estimated $695K.
  • Invitation Homes made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1273 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invitation Homes in Q3 2023 and has held it in 12 quarters since.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.