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BOK Financial Private Wealth’s Invitation Homes INVH Stock Holding History

BOK Financial Private Wealth’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
2024
Q4 		– Sell
-738
Closed -$26.2K – 666
2024
Q3 		$26.2K Hold
738
– – ﹤0.01% 319
2024
Q2 		$26.7K Hold
738
– – ﹤0.01% 319
2024
Q1 		$26.5K Buy
+738
New +$25K ﹤0.01% 309

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOK Financial Private Wealth's INVH Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 738 shares — an estimated $26.2K sold.

BOK Financial Private Wealth first reported a position in INVH in Q1 2024 and held it in 3 quarters. The position peaked at $26.7K in Q2 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • BOK Financial Private Wealth reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 738 Invitation Homes shares in Q4 2024, an estimated $26.2K.
  • BOK Financial Private Wealth first reported a position in Invitation Homes in Q1 2024 and held it in 3 quarters.
  • BOK Financial Private Wealth's Invitation Homes position peaked at $26.7K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.