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WealthTrak Capital Management’s Invitation Homes INVH Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-20
Closed -$656 – 477
2025
Q2 		$656 Sell
20
-5
-20% -$168 ﹤0.01% 594
2025
Q1 		$872 Hold
25
– – ﹤0.01% 554
2024
Q4 		$800 Buy
+25
New +$835 ﹤0.01% 481

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrak Capital Management's INVH Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 20 shares — an estimated $656 sold.

WealthTrak Capital Management first reported a position in INVH in Q4 2024 and held it in 3 quarters. The position peaked at $872 in Q1 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Invitation Homes shares in Q3 2025, an estimated $656.
  • WealthTrak Capital Management first reported a position in Invitation Homes in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Invitation Homes position peaked at $872 in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.