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Wiser Advisor Group’s Invitation Homes INVH Stock Holding History

Wiser Advisor 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 		$21.2K Buy
701
+8
+1% +$226 0.02% 134
2026
Q1 		$17.2K Buy
693
+7
+1% +$183 0.02% 140
2025
Q4 		$19.1K Buy
686
+7
+1% +$195 0.02% 139
2025
Q3 		$19.9K Buy
+679
New +$20.9K 0.02% 141
2025
Q2 		– Sell
-667
Closed -$23.2K – 143
2025
Q1 		$23.2K Buy
667
+6
+0.9% +$194 0.03% 136
2024
Q4 		$21.1K Buy
661
+5
+0.8% +$167 0.03% 144
2024
Q3 		$23.1K Buy
656
+5
+0.8% +$179 0.03% 142
2024
Q2 		$23.3K Buy
651
+7
+1% +$243 0.04% 138
2024
Q1 		$23K Buy
644
+4
+0.6% +$135 0.04% 140
2023
Q4 		$21.8K Buy
+640
New +$20.8K 0.04% 142

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

Wiser Advisor Group's INVH Position: Q2 2026 in Review

Wiser Advisor Group increased its Invitation Homes (INVH) stake by 1.2% in Q2 2026, buying an estimated $226 and bringing the position to 701 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #134.

Wiser Advisor Group first reported a position in INVH in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.3K in Q2 2024. 620 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Wiser Advisor Group held 701 shares of Invitation Homes worth $21.2K as of Q2 2026.
  • Wiser Advisor Group bought 8 Invitation Homes shares in Q2 2026, an estimated $226.
  • Invitation Homes made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #134 holding.
  • Wiser Advisor Group first reported a position in Invitation Homes in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Invitation Homes position peaked at $23.3K in Q2 2024.
  • 620 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.