Badgley, Phelps & Bell’s Invitation Homes INVH Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$487K	Buy	13,063 +158	+1%	+$5.58K	0.02%	162
2021 Q1	$413K	Hold	12,905	–	–	0.02%	168
2020 Q4	$383K	Hold	12,905	–	–	0.02%	168
2020 Q3	$361K	Hold	12,905	–	–	0.02%	166
2020 Q2	$355K	Hold	12,905	–	–	0.02%	161
2020 Q1	$276K	Sell	12,905 -6,472	-33%	-$183K	0.02%	156
2019 Q4	$581K	Hold	19,377	–	–	0.03%	138
2019 Q3	$574K	Hold	19,377	–	–	0.03%	134
2019 Q2	$518K	Hold	19,377	–	–	0.03%	141
2019 Q1	$471K	Hold	19,377	–	–	0.03%	144
2018 Q4	$389K	Buy	+19,377	New	+$415K	0.03%	148

Other funds holding INVH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Badgley, Phelps & Bell's INVH Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Invitation Homes (INVH) stake by 1.2% in Q2 2021, buying an estimated $5.58K and bringing the position to 13,063 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #162.

Badgley, Phelps & Bell first reported a position in INVH in Q4 2018 and has held it in 11 quarters since. The position peaked at $581K in Q4 2019. 417 funds tracked by Wall St. Rank hold INVH as of Q2 2021.

Badgley, Phelps & Bell held 13,063 shares of Invitation Homes worth $487K as of Q2 2021.
Badgley, Phelps & Bell bought 158 Invitation Homes shares in Q2 2021, an estimated $5.58K.
Invitation Homes made up 0.02% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #162 holding.
Badgley, Phelps & Bell first reported a position in Invitation Homes in Q4 2018 and has held it in 11 quarters since.
Badgley, Phelps & Bell's Invitation Homes position peaked at $581K in Q4 2019.
417 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.