AWM
INVH icon

Avior Wealth Management’s Invitation Homes INVH Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-52
Closed -$1.66K – 1523
2024
Q4 		$1.66K Buy
52
+26
+100% +$868 ﹤0.01% 2145
2024
Q3 		$916 Buy
26
+7
+37% +$250 ﹤0.01% 2082
2024
Q2 		$681 Sell
19
-3,146
-99% -$109K ﹤0.01% 2075
2024
Q1 		$113K Buy
3,165
+290
+10% +$9.81K 0.01% 917
2023
Q4 		$98.1K Sell
2,875
-1,922
-40% -$62.6K 0.01% 618
2023
Q3 		$152K Buy
4,797
+36
+0.8% +$1.24K 0.01% 572
2023
Q2 		$164K Buy
4,761
+55
+1% +$1.84K 0.01% 565
2023
Q1 		$147K Buy
+4,706
New +$147K 0.01% 574

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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