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Aaron Wealth Advisors’s Invitation Homes INVH Stock Holding History

Aaron Wealth Advisors’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
2024
Q3 		– Sell
-7,981
Closed -$286K – 432
2024
Q2 		$286K Sell
7,981
-138
-2% -$4.8K 0.04% 246
2024
Q1 		$289K Buy
8,119
+775
+11% +$26.2K 0.04% 229
2023
Q4 		$251K Sell
7,344
-605
-8% -$19.7K 0.04% 207
2023
Q3 		$252K Buy
7,949
+129
+2% +$4.43K 0.03% 219
2023
Q2 		$269K Buy
+7,820
New +$261K 0.04% 217
2022
Q4 		– Sell
-6,650
Closed -$225K – 256
2022
Q3 		$225K Buy
+6,650
New +$246K 0.04% 191

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's INVH Position: Q3 2024 in Review

Aaron Wealth Advisors sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 7,981 shares — an estimated $286K sold.

Aaron Wealth Advisors first reported a position in INVH in Q3 2022 and held it in 6 quarters. The position peaked at $289K in Q1 2024. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • Aaron Wealth Advisors reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • Aaron Wealth Advisors sold 7,981 Invitation Homes shares in Q3 2024, an estimated $286K.
  • Aaron Wealth Advisors first reported a position in Invitation Homes in Q3 2022 and held it in 6 quarters.
  • Aaron Wealth Advisors's Invitation Homes position peaked at $289K in Q1 2024.
  • 541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Aaron Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.