Wellington Management Group
INVH icon

Wellington Management Group’s Invitation Homes INVH Stock Holding History

Wellington Management Group’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 		$67M Buy
+2,218,739
New +$62.8M 0.01% 661
2025
Q4 		– Sell
-72,419
Closed -$2.12M – 1996
2025
Q3 		$2.12M Buy
72,419
+5,497
+8% +$169K ﹤0.01% 1619
2025
Q2 		$2.2M Buy
66,922
+2,400
+4% +$80.6K ﹤0.01% 1559
2025
Q1 		$2.25M Buy
64,522
+10,525
+19% +$340K ﹤0.01% 1530
2024
Q4 		$1.73M Buy
53,997
+2,089
+4% +$69.7K ﹤0.01% 1604
2024
Q3 		$1.83M Buy
51,908
+2,877
+6% +$103K ﹤0.01% 1562
2024
Q2 		$1.76M Buy
49,031
+4,471
+10% +$155K ﹤0.01% 1549
2024
Q1 		$1.59M Buy
44,560
+2,219
+5% +$75.1K ﹤0.01% 1579
2023
Q4 		$1.44M Buy
42,341
+386
+0.9% +$12.6K ﹤0.01% 1548
2023
Q3 		$1.33M Buy
41,955
+19,516
+87% +$671K ﹤0.01% 1553
2023
Q2 		$772K Buy
22,439
+12,073
+116% +$403K ﹤0.01% 1636
2023
Q1 		$324K Buy
+10,366
New +$325K ﹤0.01% 1913
2022
Q1 		– Sell
-4,669,840
Closed -$212M – 2158
2021
Q4 		$212M Sell
4,669,840
-292,818
-6% -$12.1M 0.03% 426
2021
Q3 		$190M Buy
4,962,658
+950,780
+24% +$38.1M 0.03% 450
2021
Q2 		$150M Buy
4,011,878
+3,718,862
+1,269% +$131M 0.02% 520
2021
Q1 		$9.37M Buy
293,016
+32,220
+12% +$966K ﹤0.01% 1257
2020
Q4 		$7.75M Buy
260,796
+15,573
+6% +$448K ﹤0.01% 1237
2020
Q3 		$6.86M Buy
245,223
+206,379
+531% +$5.88M ﹤0.01% 1197
2020
Q2 		$1.07M Buy
+38,844
New +$973K ﹤0.01% 1482
2019
Q1 		– Sell
-184,908
Closed -$3.71M – 2076
2018
Q4 		$3.71M Sell
184,908
-838,264
-82% -$17.9M ﹤0.01% 1462
2018
Q3 		$23.4M Sell
1,023,172
-6,113,475
-86% -$142M ﹤0.01% 1028
2018
Q2 		$165M Sell
7,136,647
-1,681,979
-19% -$38.1M 0.04% 426
2018
Q1 		$201M Buy
8,818,626
+1,138,193
+15% +$25.3M 0.05% 378
2017
Q4 		$181M Buy
7,680,433
+5,458,957
+246% +$126M 0.04% 390
2017
Q3 		$50.3M Buy
2,221,476
+927,263
+72% +$20.6M 0.01% 751
2017
Q2 		$28M Sell
1,294,213
-3,217
-0.2% -$69.3K 0.01% 919
2017
Q1 		$28.3M Buy
+1,297,430
New +$27.7M 0.01% 912

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

Wellington Management Group's INVH Position: Q2 2026 in Review

Wellington Management Group opened a new position in Invitation Homes (INVH) in Q2 2026: 2,218,739 shares worth $67M. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in INVH as recently as Q3 2025.

Wellington Management Group first reported a position in INVH in Q1 2017 and has held it in 27 quarters since. The position peaked at $212M in Q4 2021. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Wellington Management Group held 2,218,739 shares of Invitation Homes worth $67M as of Q2 2026.
  • Invitation Homes was a new Wellington Management Group position in Q2 2026.
  • Invitation Homes made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #661 holding.
  • Wellington Management Group first reported a position in Invitation Homes in Q1 2017 and has held it in 27 quarters since.
  • Wellington Management Group's Invitation Homes position peaked at $212M in Q4 2021.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.