BHWM
INVH icon

Bay Harbor Wealth Management’s Invitation Homes INVH Stock Holding History

Bay Harbor 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
2021
Q1 		– Sell
-21
Closed -$1K – 321
2020
Q4 		$1K Sell
21
-1
-5% -$29 ﹤0.01% 385
2020
Q3 		$1K Buy
+22
New +$627 ﹤0.01% 347
2020
Q1 		– Sell
-44
Closed -$1K – 365
2019
Q4 		$1K Buy
44
+22
+100% +$659 ﹤0.01% 318
2019
Q3 		$1K Buy
22
+1
+5% +$28 ﹤0.01% 335
2019
Q2 		$1K Hold
21
– – ﹤0.01% 334
2019
Q1 		$1K Hold
21
– – ﹤0.01% 368
2018
Q4 		$0 Buy
+21
New +$449 ﹤0.01% 393

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return