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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 – 1521
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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Avior Wealth Management's INVH Position: Q1 2025 in Review

Avior Wealth Management sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 52 shares — an estimated $1.66K sold.

Avior Wealth Management first reported a position in INVH in Q1 2023 and held it in 8 quarters. The position peaked at $164K in Q2 2023. 537 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

  • Avior Wealth Management reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 52 Invitation Homes shares in Q1 2025, an estimated $1.66K.
  • Avior Wealth Management first reported a position in Invitation Homes in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Invitation Homes position peaked at $164K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.