NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

INVH holding history

Invitation Homes Inc. in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INVH overview All 13F holders of INVH Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of INVH by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−6,023−100.0%	Sold out	Holders
Q3 2024	6,023	$212.4K	<0.1%	+6,023	New	Holders
Q3 2022	0	$0	0.0%	−5,747−100.0%	Sold out	Holders
Q2 2022	5,747	$204.0K	<0.1%	+5,747	New	Holders