CF
INVH icon

Concorde Financial’s Invitation Homes INVH Stock Holding History

Concorde Financial’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
Q1 		– Sell
-175
Closed -$5.91K – 44
2022
Q4 		$5.91K Hold
175
– – ﹤0.01% 52
2022
Q3 		$6K Hold
175
– – ﹤0.01% 52
2022
Q2 		$6K Hold
175
– – 0.01% 32
2022
Q1 		$7K Sell
175
-113
-39% -$4.63K ﹤0.01% 57
2021
Q4 		$13K Buy
+288
New +$11.9K 0.01% 93

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Concorde Financial's INVH Position: Q1 2023 in Review

Concorde Financial sold out of Invitation Homes (INVH) in Q1 2023, closing a stake of 175 shares — an estimated $5.91K sold.

Concorde Financial first reported a position in INVH in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 464 funds tracked by Wall St. Rank hold INVH as of Q1 2023.

  • Concorde Financial reported no remaining Invitation Homes position as of Q1 2023 after selling out during the quarter.
  • Concorde Financial sold 175 Invitation Homes shares in Q1 2023, an estimated $5.91K.
  • Concorde Financial first reported a position in Invitation Homes in Q4 2021 and held it in 5 quarters.
  • Concorde Financial's Invitation Homes position peaked at $13K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2023.

Based on Concorde Financial's 13F filing for Q1 2023, filed 10 May 2023.