Echo Street Capital Management’s Invitation Homes INVH Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-2,608,942	Closed	-$82.7M	–	213
2023 Q3	$82.7M	Sell	2,608,942 -88,593	-3%	-$3.04M	0.77%	46
2023 Q2	$92.8M	Sell	2,697,535 -142,442	-5%	-$4.76M	0.79%	49
2023 Q1	$88.7M	Sell	2,839,977 -894,279	-24%	-$28M	0.8%	51
2022 Q4	$111M	Sell	3,734,256 -114,914	-3%	-$3.64M	1.07%	45
2022 Q3	$130M	Buy	3,849,170 +389	+0%	+$14.4K	1.25%	30
2022 Q2	$137M	Sell	3,848,781 -9,046	-0.2%	-$345K	1.24%	30
2022 Q1	$155M	Sell	3,857,827 -461,470	-11%	-$18.9M	1.12%	32
2021 Q4	$196M	Buy	4,319,297 +29,532	+0.7%	+$1.22M	1.31%	21
2021 Q3	$164M	Sell	4,289,765 -564,766	-12%	-$22.6M	1.16%	26
2021 Q2	$181M	Sell	4,854,531 -373,501	-7%	-$13.2M	1.39%	12
2021 Q1	$167M	Buy	5,228,032 +1,280,091	+32%	+$38.4M	1.49%	11
2020 Q4	$117M	Buy	3,947,941 +2,277,379	+136%	+$65.6M	1.17%	26
2020 Q3	$46.8M	Buy	1,670,562 +912,221	+120%	+$26M	0.8%	68
2020 Q2	$20.9M	Buy	758,341 +384,640	+103%	+$9.64M	0.25%	128
2020 Q1	$7.99M	Sell	373,701 -124,471	-25%	-$3.52M	0.17%	126
2019 Q4	$14.9M	Buy	+498,172	New	+$14.9M	0.23%	131
2019 Q3	–	Sell	-391,512	Closed	-$10.5M	–	193
2019 Q2	$10.5M	Buy	+391,512	New	+$9.97M	0.18%	139

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Echo Street Capital Management's INVH Position: Q4 2023 in Review

Echo Street Capital Management sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 2,608,942 shares — an estimated $82.7M sold.

Echo Street Capital Management first reported a position in INVH in Q2 2019 and held it in 17 quarters. The position peaked at $196M in Q4 2021. 523 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

Echo Street Capital Management reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,608,942 Invitation Homes shares in Q4 2023, an estimated $82.7M.
Echo Street Capital Management first reported a position in Invitation Homes in Q2 2019 and held it in 17 quarters.
Echo Street Capital Management's Invitation Homes position peaked at $196M in Q4 2021.
523 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.