Artemis Wealth Advisors’s Invitation Homes INVH Stock Holding History

Artemis Wealth Advisors’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	-8,769	Closed	-$309K	–	40
2024 Q3	$309K	Buy	8,769 +1,456	+20%	+$52.1K	0.03%	27
2024 Q2	$262K	Buy	7,313 +60	+0.8%	+$2.08K	0.02%	30
2024 Q1	$258K	Buy	+7,253	New	+$245K	0.03%	30
2023 Q4	–	Sell	-4,911	Closed	-$156K	–	50
2023 Q3	$156K	Buy	4,911 +470	+11%	+$16.1K	0.03%	33
2023 Q2	$153K	Buy	4,441 +346	+8%	+$11.6K	0.03%	32
2023 Q1	$128K	Sell	4,095 -1,675	-29%	-$52.5K	0.03%	25
2022 Q4	$171K	Buy	5,770 +2,436	+73%	+$77.2K	0.05%	30
2022 Q3	$113K	Buy	3,334 +2	+0.1%	+$74	0.03%	37
2022 Q2	$119K	Buy	3,332 +2	+0.1%	+$76	0.03%	49
2022 Q1	$134K	Buy	3,330 +369	+12%	+$15.1K	0.02%	22
2021 Q4	$134K	Buy	+2,961	New	+$122K	0.02%	31

Other funds holding INVH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artemis Wealth Advisors's INVH Position: Q4 2024 in Review

Artemis Wealth Advisors sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 8,769 shares — an estimated $309K sold.

Artemis Wealth Advisors first reported a position in INVH in Q4 2021 and held it in 11 quarters. The position peaked at $309K in Q3 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

Artemis Wealth Advisors reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
Artemis Wealth Advisors sold 8,769 Invitation Homes shares in Q4 2024, an estimated $309K.
Artemis Wealth Advisors first reported a position in Invitation Homes in Q4 2021 and held it in 11 quarters.
Artemis Wealth Advisors's Invitation Homes position peaked at $309K in Q3 2024.
528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Artemis Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.