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Concourse Financial Group Securities’s Invitation Homes INVH Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-185
Closed -$5.69K – 1040
2024
Q4 		$5.69K Buy
185
+24
+15% +$801 ﹤0.01% 1851
2024
Q3 		$5.72K Sell
161
-58
-26% -$2.08K ﹤0.01% 1835
2024
Q2 		$7.92K Buy
219
+29
+15% +$1.01K ﹤0.01% 1756
2024
Q1 		$6.82K Sell
190
-6
-3% -$203 ﹤0.01% 1822
2023
Q4 		$6.74K Sell
196
-84
-30% -$2.73K ﹤0.01% 1780
2023
Q3 		$8.87K Sell
280
-28
-9% -$962 ﹤0.01% 1685
2023
Q2 		$10.6K Sell
308
-177
-36% -$5.91K ﹤0.01% 1634
2023
Q1 		$15.1K Buy
485
+189
+64% +$5.92K ﹤0.01% 1546
2022
Q4 		$8.77K Buy
296
+107
+57% +$3.39K ﹤0.01% 1701
2022
Q3 		$6K Buy
189
+51
+37% +$1.89K ﹤0.01% 1605
2022
Q2 		$5K Hold
138
– – ﹤0.01% 1839
2022
Q1 		$6K Buy
138
+84
+156% +$3.44K ﹤0.01% 1815
2021
Q4 		$2K Hold
54
– – ﹤0.01% 2199
2021
Q3 		$2K Hold
54
– – ﹤0.01% 2219
2021
Q2 		$2K Hold
54
– – ﹤0.01% 2188
2021
Q1 		$2K Hold
54
– – ﹤0.01% 2132
2020
Q4 		$2K Sell
54
-115
-68% -$3.31K ﹤0.01% 2094
2020
Q3 		$5K Hold
169
– – ﹤0.01% 1790
2020
Q2 		$5K Hold
169
– – ﹤0.01% 1678
2020
Q1 		$4K Sell
169
-372
-69% -$10.5K ﹤0.01% 1727
2019
Q4 		$16K Buy
541
+81
+18% +$2.43K ﹤0.01% 1314
2019
Q3 		$14K Hold
460
– – ﹤0.01% 1062
2019
Q2 		$12K Sell
460
-42
-8% -$1.07K ﹤0.01% 1431
2019
Q1 		$12K Buy
502
+448
+830% +$10.1K ﹤0.01% 1457
2018
Q4 		$1K Sell
54
-381
-88% -$8.15K ﹤0.01% 2021
2018
Q3 		$10K Buy
+435
New +$10.1K ﹤0.01% 1099

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 $5.72T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Concourse Financial Group Securities's INVH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 185 shares — an estimated $5.69K sold.

Concourse Financial Group Securities first reported a position in INVH in Q3 2018 and held it in 26 quarters. The position peaked at $16K in Q4 2019. 536 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 185 Invitation Homes shares in Q1 2025, an estimated $5.69K.
  • Concourse Financial Group Securities first reported a position in Invitation Homes in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Invitation Homes position peaked at $16K in Q4 2019.
  • 536 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.