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Wealthspire Advisors (New York)’s Invitation Homes INVH Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-45
Closed -$1.33K – 1940
2025
Q3 		$1.33K Buy
+45
New +$1.39K ﹤0.01% 2700

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s INVH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 45 shares — an estimated $1.33K sold.

Wealthspire Advisors (New York) first reported a position in INVH in Q3 2025 and held it in 1 quarter. The position peaked at $1.33K in Q3 2025. 592 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 45 Invitation Homes shares in Q4 2025, an estimated $1.33K.
  • Wealthspire Advisors (New York) first reported a position in Invitation Homes in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invitation Homes position peaked at $1.33K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.