Bleakley Financial Group’s Invitation Homes INVH Stock Holding History

Bleakley Financial Group’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 Q3	–	Sell	-6,922	Closed	-$238K	–	921
2023 Q2	$238K	Buy	+6,922	New	+$231K	0.01%	795

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's INVH Position: Q3 2023 in Review

Bleakley Financial Group sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 6,922 shares — an estimated $238K sold.

Bleakley Financial Group first reported a position in INVH in Q2 2023 and held it in 1 quarter. The position peaked at $238K in Q2 2023. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

Bleakley Financial Group reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
Bleakley Financial Group sold 6,922 Invitation Homes shares in Q3 2023, an estimated $238K.
Bleakley Financial Group first reported a position in Invitation Homes in Q2 2023 and held it in 1 quarter.
Bleakley Financial Group's Invitation Homes position peaked at $238K in Q2 2023.
486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Bleakley Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.