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Belpointe Asset Management’s
Invitation Homes
INVH
Stock Holding History
Belpointe Asset Management’s Portfolio
INVH Stock Details
INVH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-31,429
Closed
-$982K
–
1919
2023
Q1
$982K
Buy
31,429
+16,018
+104%
+$502K
0.05%
337
2022
Q4
$457K
Sell
15,411
-16,599
-52%
-$526K
0.03%
576
2022
Q3
$1.08M
Buy
32,010
+457
+1%
+$16.9K
0.07%
276
2022
Q2
$1.12M
Sell
31,553
-5,996
-16%
-$229K
0.08%
268
2022
Q1
$1.51M
Buy
37,549
+2,629
+8%
+$108K
0.09%
235
2021
Q4
$1.58M
Buy
34,920
+956
+3%
+$39.5K
0.1%
208
2021
Q3
$1.3M
Buy
33,964
+1,004
+3%
+$40.2K
0.09%
243
2021
Q2
$1.23M
Sell
32,960
-3,581
-10%
-$127K
0.09%
248
2021
Q1
$1.17M
Buy
36,541
+212
+0.6%
+$6.36K
0.1%
221
2020
Q4
$1.08M
Buy
36,329
+2,519
+7%
+$72.5K
0.1%
236
2020
Q3
$946K
Buy
33,810
+8,460
+33%
+$241K
0.11%
215
2020
Q2
$698K
Buy
25,350
+6,611
+35%
+$166K
0.09%
227
2020
Q1
$400K
Buy
18,739
+5,158
+38%
+$146K
0.07%
282
2019
Q4
$407K
Sell
13,581
-1,965
-13%
-$58.9K
0.05%
362
2019
Q3
$460K
Buy
15,546
+1,683
+12%
+$47.4K
0.08%
303
2019
Q2
$371K
Buy
13,863
+4,150
+43%
+$106K
0.07%
290
2019
Q1
$236K
Buy
+9,713
New
+$218K
0.05%
281
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1-Year Est. Return
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8.03%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Norges Bank
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$935B AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
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
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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