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

BlackRock New York $5.7T 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

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

Principal Financial Group

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

Fidelity Investments

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

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return