WT
INVH icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return