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Appleton Partners’s Invitation Homes INVH Stock Holding History

Appleton Partners’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
Q4 		– Sell
-40,648
Closed -$1.43M – 261
2024
Q3 		$1.43M Buy
40,648
+780
+2% +$27.9K 0.11% 114
2024
Q2 		$1.43M Buy
39,868
+365
+0.9% +$12.7K 0.11% 114
2024
Q1 		$1.41M Buy
39,503
+3,770
+11% +$128K 0.11% 118
2023
Q4 		$1.22M Buy
35,733
+18,768
+111% +$611K 0.1% 128
2023
Q3 		$538K Buy
16,965
+320
+2% +$11K 0.05% 181
2023
Q2 		$573K Sell
16,645
-1,840
-10% -$61.5K 0.05% 187
2023
Q1 		$577K Buy
18,485
+320
+2% +$10K 0.05% 193
2022
Q4 		$538K Buy
18,165
+930
+5% +$29.5K 0.05% 196
2022
Q3 		$582K Buy
17,235
+1,675
+11% +$62.1K 0.06% 187
2022
Q2 		$554K Buy
15,560
+350
+2% +$13.3K 0.05% 189
2022
Q1 		$611K Buy
15,210
+1,055
+7% +$43.2K 0.05% 194
2021
Q4 		$642K Buy
14,155
+2,490
+21% +$103K 0.05% 197
2021
Q3 		$447K Buy
+11,665
New +$467K 0.04% 211

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Appleton Partners's INVH Position: Q4 2024 in Review

Appleton Partners sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 40,648 shares — an estimated $1.43M sold.

Appleton Partners first reported a position in INVH in Q3 2021 and held it in 13 quarters. The position peaked at $1.43M in Q3 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • Appleton Partners reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • Appleton Partners sold 40,648 Invitation Homes shares in Q4 2024, an estimated $1.43M.
  • Appleton Partners first reported a position in Invitation Homes in Q3 2021 and held it in 13 quarters.
  • Appleton Partners's Invitation Homes position peaked at $1.43M in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Appleton Partners's 13F filing for Q4 2024, filed 28 Jan 2025.