CAL
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Capital Advisors Ltd’s Invitation Homes INVH Stock Holding History

Capital Advisors Ltd’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
2025
Q2 		– Sell
-347
Closed -$12K – 1478
2025
Q1 		$12K Buy
+347
New +$11.2K ﹤0.01% 726
2024
Q4 		– Sell
-390
Closed -$14K – 1472
2024
Q3 		$14K Hold
390
– – ﹤0.01% 698
2024
Q2 		$14K Buy
390
+311
+394% +$10.8K ﹤0.01% 672
2024
Q1 		$3K Buy
79
+15
+23% +$508 ﹤0.01% 975
2023
Q4 		$2K Buy
+64
New +$2.08K ﹤0.01% 1028
2023
Q1 		– Sell
-17
Closed -$1K – 1367
2022
Q4 		$1K Sell
17
-59
-78% -$1.87K ﹤0.01% 1019
2022
Q3 		$3K Buy
76
+47
+162% +$1.74K ﹤0.01% 748
2022
Q2 		$1K Buy
+29
New +$1.11K ﹤0.01% 807

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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return