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Biltmore Family Office’s Invitation Homes INVH Stock Holding History

Biltmore Family Office’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
Q4 		– Sell
-6,315
Closed -$200K – 240
2023
Q3 		$200K Sell
6,315
-8,539
-57% -$293K 0.05% 180
2023
Q2 		$511K Sell
14,854
-5,500
-27% -$184K 0.11% 108
2023
Q1 		$636K Sell
20,354
-3,293
-14% -$103K 0.13% 109
2022
Q4 		$701K Sell
23,647
-764
-3% -$24.2K 0.14% 91
2022
Q3 		$824K Sell
24,411
-3,169
-11% -$117K 0.19% 72
2022
Q2 		$981K Sell
27,580
-430
-2% -$16.4K 0.25% 69
2022
Q1 		$1.13M Sell
28,010
-450
-2% -$18.4K 0.24% 65
2021
Q4 		$1.29M Sell
28,460
-180
-0.6% -$7.44K 0.25% 68
2021
Q3 		$1.1M Sell
28,640
-685
-2% -$27.4K 0.27% 61
2021
Q2 		$1.09M Buy
29,325
+3,236
+12% +$114K 0.31% 54
2021
Q1 		$835K Buy
+26,089
New +$782K 0.26% 61

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Biltmore Family Office's INVH Position: Q4 2023 in Review

Biltmore Family Office sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 6,315 shares — an estimated $200K sold.

Biltmore Family Office first reported a position in INVH in Q1 2021 and held it in 11 quarters. The position peaked at $1.29M in Q4 2021. 522 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

  • Biltmore Family Office reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
  • Biltmore Family Office sold 6,315 Invitation Homes shares in Q4 2023, an estimated $200K.
  • Biltmore Family Office first reported a position in Invitation Homes in Q1 2021 and held it in 11 quarters.
  • Biltmore Family Office's Invitation Homes position peaked at $1.29M in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Biltmore Family Office's 13F filing for Q4 2023, filed 14 Feb 2024.