Belpointe Asset Management’s Invitation Homes INVH Stock Holding History

Belpointe Asset 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
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	0.07%	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

Other funds holding INVH

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Belpointe Asset Management's INVH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invitation Homes (INVH) in Q2 2023, closing a stake of 31,429 shares — an estimated $982K sold.

Belpointe Asset Management first reported a position in INVH in Q1 2019 and held it in 17 quarters. The position peaked at $1.58M in Q4 2021. 500 funds tracked by Wall St. Rank hold INVH as of Q2 2023.

Belpointe Asset Management reported no remaining Invitation Homes position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 31,429 Invitation Homes shares in Q2 2023, an estimated $982K.
Belpointe Asset Management first reported a position in Invitation Homes in Q1 2019 and held it in 17 quarters.
Belpointe Asset Management's Invitation Homes position peaked at $1.58M in Q4 2021.
500 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.