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AE Wealth Management’s Invitation Homes INVH Stock Holding History

AE Wealth 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
2024
Q1 		– Sell
-15,665
Closed -$521K – 1567
2023
Q4 		$521K Buy
15,665
+4,797
+44% +$156K ﹤0.01% 1411
2023
Q3 		$345K Buy
10,868
+1,105
+11% +$38K ﹤0.01% 1550
2023
Q2 		$336K Buy
9,763
+375
+4% +$12.5K ﹤0.01% 1562
2023
Q1 		$293K Buy
9,388
+453
+5% +$14.2K ﹤0.01% 1565
2022
Q4 		$265K Sell
8,935
-3,172
-26% -$101K ﹤0.01% 1556
2022
Q3 		$409K Buy
12,107
+1,736
+17% +$64.3K ﹤0.01% 1354
2022
Q2 		$369K Buy
10,371
+1,100
+12% +$41.9K ﹤0.01% 1344
2022
Q1 		$373K Buy
9,271
+1,024
+12% +$41.9K ﹤0.01% 1336
2021
Q4 		$374K Buy
8,247
+1,103
+15% +$45.6K ﹤0.01% 1368
2021
Q3 		$274K Buy
7,144
+1,337
+23% +$53.6K ﹤0.01% 1397
2021
Q2 		$217K Buy
+5,807
New +$205K ﹤0.01% 1471

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AE Wealth Management's INVH Position: Q1 2024 in Review

AE Wealth Management sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 15,665 shares — an estimated $521K sold.

AE Wealth Management first reported a position in INVH in Q2 2021 and held it in 11 quarters. The position peaked at $521K in Q4 2023. 511 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

  • AE Wealth Management reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 15,665 Invitation Homes shares in Q1 2024, an estimated $521K.
  • AE Wealth Management first reported a position in Invitation Homes in Q2 2021 and held it in 11 quarters.
  • AE Wealth Management's Invitation Homes position peaked at $521K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.