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Aperio Group’s Invitation Homes INVH Stock Holding History

Aperio 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
2020
Q4 		$3.81M Buy
128,163
+23,975
+23% +$690K 0.01% 951
2020
Q3 		$2.92M Buy
104,188
+14,900
+17% +$425K 0.01% 942
2020
Q2 		$2.46M Sell
89,288
-18,793
-17% -$471K 0.01% 1016
2020
Q1 		$2.31M Buy
108,081
+48,579
+82% +$1.38M 0.01% 967
2019
Q4 		$1.78M Buy
59,502
+17,377
+41% +$521K 0.01% 1136
2019
Q3 		$1.25M Buy
42,125
+3,539
+9% +$99.6K ﹤0.01% 1286
2019
Q2 		$1.03M Buy
38,586
+12,405
+47% +$316K ﹤0.01% 1393
2019
Q1 		$637K Buy
26,181
+2,867
+12% +$64.5K ﹤0.01% 1607
2018
Q4 		$468K Buy
23,314
+3,749
+19% +$80.2K ﹤0.01% 1723
2018
Q3 		$448K Buy
19,565
+934
+5% +$21.7K ﹤0.01% 1822
2018
Q2 		$430K Sell
18,631
-8,103
-30% -$183K ﹤0.01% 1817
2018
Q1 		$610K Sell
26,734
-1,375
-5% -$30.5K ﹤0.01% 1596
2017
Q4 		$663K Buy
28,109
+17,426
+163% +$403K ﹤0.01% 1563
2017
Q3 		$242K Sell
10,683
-4,205
-28% -$93.2K ﹤0.01% 2040
2017
Q2 		$322K Buy
+14,888
New +$321K ﹤0.01% 1857

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's INVH Position: Q4 2020 in Review

Aperio Group increased its Invitation Homes (INVH) stake by 23% in Q4 2020, buying an estimated $690K and bringing the position to 128,163 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #951.

Aperio Group first reported a position in INVH in Q2 2017 and has held it in 15 quarters since. 390 funds tracked by Wall St. Rank hold INVH as of Q4 2020.

  • Aperio Group held 128,163 shares of Invitation Homes worth $3.81M as of Q4 2020.
  • Aperio Group bought 23,975 Invitation Homes shares in Q4 2020, an estimated $690K.
  • Invitation Homes made up 0.01% of Aperio Group's portfolio in Q4 2020, its #951 holding.
  • Aperio Group first reported a position in Invitation Homes in Q2 2017 and has held it in 15 quarters since.
  • 390 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.