Cassady Schiller Wealth Management’s Invitation Homes INVH Stock Holding History

Cassady Schiller Wealth Management’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	$831	Buy	+26	New	+$868	﹤0.01%	840

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's INVH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Invitation Homes (INVH) in Q4 2024: 26 shares worth $831. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings.

525 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

Cassady Schiller Wealth Management held 26 shares of Invitation Homes worth $831 as of Q4 2024.
Invitation Homes was a new Cassady Schiller Wealth Management position in Q4 2024.
Invitation Homes made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #840 holding.
525 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.