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Castleview Partners’s Invitation Homes INVH Stock Holding History

Castleview Partners’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
Q3 		– Sell
-32
Closed -$1.15K – 722
2024
Q2 		$1.15K Hold
32
– – ﹤0.01% 800
2024
Q1 		$1.14K Sell
32
-27
-46% -$914 ﹤0.01% 786
2023
Q4 		$2.01K Hold
59
– – ﹤0.01% 701
2023
Q3 		$1.87K Hold
59
– – ﹤0.01% 563
2023
Q2 		$2.03K Buy
59
+21
+55% +$702 ﹤0.01% 587
2023
Q1 		$1.19K Buy
+38
New +$1.19K ﹤0.01% 603

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 $3.37T AUM 44.26% 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

Castleview Partners's INVH Position: Q3 2024 in Review

Castleview Partners sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 32 shares — an estimated $1.15K sold.

Castleview Partners first reported a position in INVH in Q1 2023 and held it in 6 quarters. The position peaked at $2.03K in Q2 2023. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • Castleview Partners reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 32 Invitation Homes shares in Q3 2024, an estimated $1.15K.
  • Castleview Partners first reported a position in Invitation Homes in Q1 2023 and held it in 6 quarters.
  • Castleview Partners's Invitation Homes position peaked at $2.03K in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.