Beaumont Asset Management’s Invitation Homes INVH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,657	Closed	-$476K	–	71
2025 Q1	$476K	Buy	13,657 +417	+3%	+$13.5K	0.29%	52
2024 Q4	$423K	Sell	13,240 -521	-4%	-$17.4K	0.25%	53
2024 Q3	$485K	Buy	13,761 +247	+2%	+$8.84K	0.28%	48
2024 Q2	$485K	Sell	13,514 -12	-0.1%	-$417	0.31%	47
2024 Q1	$482K	Sell	13,526 -357	-3%	-$12.1K	0.32%	49
2023 Q4	$474K	Buy	13,883 +93	+0.7%	+$3.03K	0.33%	51
2023 Q3	$437K	Buy	13,790 +1,656	+14%	+$56.9K	0.36%	46
2023 Q2	$417K	Sell	12,134 -218	-2%	-$7.28K	0.32%	55
2023 Q1	$386K	Sell	12,352 -477	-4%	-$14.9K	0.28%	60
2022 Q4	$380K	Buy	12,829 +265	+2%	+$8.4K	0.28%	63
2022 Q3	$424K	Buy	12,564 +102	+0.8%	+$3.78K	0.34%	52
2022 Q2	$443K	Buy	12,462 +4,871	+64%	+$186K	0.34%	52
2022 Q1	$305K	Buy	7,591 +43	+0.6%	+$1.76K	0.21%	61
2021 Q4	$342K	Buy	7,548 +20	+0.3%	+$826	0.23%	60
2021 Q3	$288K	Buy	7,528 +318	+4%	+$12.7K	0.21%	59
2021 Q2	$268K	Buy	7,210 +7	+0.1%	+$247	0.21%	60
2021 Q1	$230K	Buy	+7,203	New	+$216K	0.19%	60