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Advanced Portfolio Management’s Invitation Homes INVH Stock Holding History

Advanced Portfolio Management’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
2023
Q4 		– Sell
-12,940
Closed -$410K – 90
2023
Q3 		$410K Buy
+12,940
New +$445K 0.34% 58

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advanced Portfolio Management's INVH Position: Q4 2023 in Review

Advanced Portfolio Management sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 12,940 shares — an estimated $410K sold.

Advanced Portfolio Management first reported a position in INVH in Q3 2023 and held it in 1 quarter. The position peaked at $410K in Q3 2023. 521 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

  • Advanced Portfolio Management reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 12,940 Invitation Homes shares in Q4 2023, an estimated $410K.
  • Advanced Portfolio Management first reported a position in Invitation Homes in Q3 2023 and held it in 1 quarter.
  • Advanced Portfolio Management's Invitation Homes position peaked at $410K in Q3 2023.
  • 521 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Advanced Portfolio Management's 13F filing for Q4 2023, filed 14 Feb 2024.