Altshuler Shaham’s Invitation Homes INVH Stock Holding History

Altshuler Shaham’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
2021 Q4	–	Sell	-190	Closed	-$7K	–	592
2021 Q3	$7K	Buy	+190	New	+$7.61K	﹤0.01%	491
2020 Q2	–	Sell	-5,411	Closed	-$116K	–	453
2020 Q1	$116K	Sell	5,411 -2,878	-35%	-$81.5K	0.01%	159
2019 Q4	$248K	Buy	8,289 +8,060	+3,520%	+$242K	0.01%	145
2019 Q3	$7K	Buy	+229	New	+$6.45K	﹤0.01%	331
2019 Q2	–	Sell	-1,839	Closed	-$45K	–	381
2019 Q1	$45K	Buy	+1,839	New	+$41.4K	﹤0.01%	128

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altshuler Shaham's INVH Position: Q4 2021 in Review

Altshuler Shaham sold out of Invitation Homes (INVH) in Q4 2021, closing a stake of 190 shares — an estimated $7K sold.

Altshuler Shaham first reported a position in INVH in Q1 2019 and held it in 5 quarters. The position peaked at $248K in Q4 2019. 474 funds tracked by Wall St. Rank hold INVH as of Q4 2021.

Altshuler Shaham reported no remaining Invitation Homes position as of Q4 2021 after selling out during the quarter.
Altshuler Shaham sold 190 Invitation Homes shares in Q4 2021, an estimated $7K.
Altshuler Shaham first reported a position in Invitation Homes in Q1 2019 and held it in 5 quarters.
Altshuler Shaham's Invitation Homes position peaked at $248K in Q4 2019.
474 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2021.

Based on Altshuler Shaham's 13F filing for Q4 2021, filed 15 Feb 2022.