Berman Capital Advisors’s Invitation Homes INVH Stock Holding History

Berman Capital Advisors’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 Q3	$43K	Buy	1,132 +608	+116%	+$24.4K	0.01%	731
2021 Q2	$19K	Buy	524 +124	+31%	+$4.38K	﹤0.01%	926
2021 Q1	$12K	Buy	400 +32	+9%	+$960	﹤0.01%	960
2020 Q4	$10K	Buy	368 +2	+0.5%	+$58	﹤0.01%	919
2020 Q3	$10K	Buy	366 +1	+0.3%	+$29	﹤0.01%	789
2020 Q2	$10K	Buy	365 +221	+153%	+$5.54K	﹤0.01%	759
2020 Q1	$3K	Buy	144 +32	+29%	+$906	﹤0.01%	1035
2019 Q4	$3K	Buy	112 +1	+0.9%	+$30	﹤0.01%	1106
2019 Q3	$3K	Hold	111	–	–	﹤0.01%	1081
2019 Q2	$2K	Buy	111 +1	+0.9%	+$25	﹤0.01%	1203
2019 Q1	$2K	Buy	110 +69	+168%	+$1.55K	﹤0.01%	1097
2018 Q4	$0	Buy	+41	New	+$877	﹤0.01%	1182

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's INVH Position: Q3 2021 in Review

Berman Capital Advisors increased its Invitation Homes (INVH) stake by 116% in Q3 2021, buying an estimated $24.4K and bringing the position to 1,132 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #731.

Berman Capital Advisors first reported a position in INVH in Q4 2018 and has held it in 12 quarters since. 448 funds tracked by Wall St. Rank hold INVH as of Q3 2021.

Berman Capital Advisors held 1,132 shares of Invitation Homes worth $43K as of Q3 2021.
Berman Capital Advisors bought 608 Invitation Homes shares in Q3 2021, an estimated $24.4K.
Invitation Homes made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #731 holding.
Berman Capital Advisors first reported a position in Invitation Homes in Q4 2018 and has held it in 12 quarters since.
448 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.