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B. Riley Wealth Advisors’s Invitation Homes INVH Stock Holding History

B. Riley 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
-6,069
Closed -$213K – 1215
2024
Q3 		$213K Buy
6,069
+161
+3% +$5.76K 0.01% 1113
2024
Q2 		$214K Buy
+5,908
New +$205K 0.01% 1208
2022
Q2 		– Sell
-5,538
Closed -$223K – 1302
2022
Q1 		$223K Sell
5,538
-757
-12% -$31K 0.01% 1162
2021
Q4 		$286K Buy
6,295
+864
+16% +$35.7K 0.01% 1103
2021
Q3 		$209K Buy
+5,431
New +$218K 0.01% 1229

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

B. Riley Wealth Advisors's INVH Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 6,069 shares — an estimated $213K sold.

B. Riley Wealth Advisors first reported a position in INVH in Q3 2021 and held it in 5 quarters. The position peaked at $286K in Q4 2021. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,069 Invitation Homes shares in Q4 2024, an estimated $213K.
  • B. Riley Wealth Advisors first reported a position in Invitation Homes in Q3 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Invitation Homes position peaked at $286K in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.