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Advisor Group’s Invitation Homes INVH Stock Holding History

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
2019
Q4 		$631K Buy
21,058
+453
+2% +$13.6K ﹤0.01% 1509
2019
Q3 		$610K Buy
20,605
+160
+0.8% +$4.5K ﹤0.01% 1470
2019
Q2 		$547K Buy
20,445
+1,617
+9% +$41.2K ﹤0.01% 1551
2019
Q1 		$458K Buy
18,828
+4,073
+28% +$91.6K ﹤0.01% 1658
2018
Q4 		$297K Sell
14,755
-720
-5% -$15.4K ﹤0.01% 1787
2018
Q3 		$354K Buy
15,475
+6,798
+78% +$158K ﹤0.01% 1728
2018
Q2 		$200K Buy
8,677
+4,285
+98% +$96.9K ﹤0.01% 1984
2018
Q1 		$100K Buy
4,392
+1,441
+49% +$32K ﹤0.01% 2557
2017
Q4 		$69K Buy
2,951
+1,166
+65% +$27K ﹤0.01% 2855
2017
Q3 		$40K Buy
1,785
+1,151
+182% +$25.5K ﹤0.01% 3098
2017
Q2 		$14K Buy
634
+212
+50% +$4.57K ﹤0.01% 3728
2017
Q1 		$9K Buy
+422
New +$9K ﹤0.01% 3841

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Advisor Group's INVH Position: Q4 2019 in Review

Advisor Group increased its Invitation Homes (INVH) stake by 2.2% in Q4 2019, buying an estimated $13.6K and bringing the position to 21,058 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Advisor Group first reported a position in INVH in Q1 2017 and has held it in 12 quarters since. 370 funds tracked by Wall St. Rank hold INVH as of Q4 2019.

  • Advisor Group held 21,058 shares of Invitation Homes worth $631K as of Q4 2019.
  • Advisor Group bought 453 Invitation Homes shares in Q4 2019, an estimated $13.6K.
  • Invitation Homes made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1509 holding.
  • Advisor Group first reported a position in Invitation Homes in Q1 2017 and has held it in 12 quarters since.
  • 370 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.