Winnow Wealth’s Invitation Homes INVH Stock Holding History

Winnow Wealth’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 Q2	–	Sell	-14	Closed	-$470	–	414
2025 Q1	$470	Buy	14 +4	+40%	+$129	﹤0.01%	512
2024 Q4	$301	Buy	+10	New	+$334	﹤0.01%	529

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Winnow Wealth's INVH Position: Q2 2025 in Review

Winnow Wealth sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 14 shares — an estimated $470 sold.

Winnow Wealth first reported a position in INVH in Q4 2024 and held it in 2 quarters. The position peaked at $470 in Q1 2025. 572 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

Winnow Wealth reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 14 Invitation Homes shares in Q2 2025, an estimated $470.
Winnow Wealth first reported a position in Invitation Homes in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Invitation Homes position peaked at $470 in Q1 2025.
572 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.