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Whittier Trust’s Invitation Homes INVH Stock Holding History

Whittier Trust’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 		$505K Sell
16,836
-18,307
-52% -$518K 0.01% 480
2026
Q1 		$895K Sell
35,143
-25,215
-42% -$660K 0.01% 358
2025
Q4 		$1.7M Sell
60,358
-455,941
-88% -$12.7M 0.02% 286
2025
Q3 		$14.8M Buy
516,299
+16,615
+3% +$512K 0.17% 114
2025
Q2 		$16.4M Buy
499,684
+37,326
+8% +$1.25M 0.2% 97
2025
Q1 		$16.1M Buy
462,358
+149,454
+48% +$4.83M 0.22% 92
2024
Q4 		$10M Buy
312,904
+1,965
+0.6% +$65.6K 0.13% 137
2024
Q3 		$11M Buy
310,939
+8,843
+3% +$316K 0.15% 125
2024
Q2 		$10.8M Buy
302,096
+11,531
+4% +$401K 0.15% 125
2024
Q1 		$10.3M Buy
290,565
+13,597
+5% +$460K 0.15% 130
2023
Q4 		$9.45M Buy
276,968
+16,545
+6% +$538K 0.15% 139
2023
Q3 		$8.25M Buy
260,423
+6,862
+3% +$236K 0.15% 143
2023
Q2 		$8.72M Buy
253,561
+6,469
+3% +$216K 0.15% 143
2023
Q1 		$7.71M Buy
247,092
+26,457
+12% +$829K 0.14% 146
2022
Q4 		$6.54M Buy
220,635
+213,096
+2,827% +$6.75M 0.13% 159
2022
Q3 		$255K Buy
7,539
+810
+12% +$30K 0.01% 579
2022
Q2 		$239K Buy
+6,729
New +$257K ﹤0.01% 598
2020
Q1 		– Sell
-3,125
Closed -$94K – 1527
2019
Q4 		$94K Sell
3,125
-22
-0.7% -$659 ﹤0.01% 711
2019
Q3 		$93K Buy
3,147
+31
+1% +$872 ﹤0.01% 718
2019
Q2 		$83K Buy
+3,116
New +$79.4K ﹤0.01% 696

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

Whittier Trust's INVH Position: Q2 2026 in Review

Whittier Trust reduced its Invitation Homes (INVH) stake by 52% in Q2 2026, selling an estimated $518K and leaving 16,836 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #480.

Whittier Trust first reported a position in INVH in Q2 2019 and has held it in 20 quarters since. The position peaked at $16.4M in Q2 2025. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Whittier Trust held 16,836 shares of Invitation Homes worth $505K as of Q2 2026.
  • Whittier Trust sold 18,307 Invitation Homes shares in Q2 2026, an estimated $518K.
  • Invitation Homes made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #480 holding.
  • Whittier Trust first reported a position in Invitation Homes in Q2 2019 and has held it in 20 quarters since.
  • Whittier Trust's Invitation Homes position peaked at $16.4M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.