EI
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Ellevest Inc’s Invitation Homes INVH Stock Holding History

Ellevest Inc’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
-9,711
Closed -$349K – 436
2024
Q2 		$349K Buy
9,711
+539
+6% +$18.7K 0.02% 291
2024
Q1 		$327K Sell
9,172
-1,205
-12% -$40.8K 0.02% 297
2023
Q4 		$354K Buy
10,377
+248
+2% +$8.07K 0.02% 263
2023
Q3 		$321K Sell
10,129
-342
-3% -$11.8K 0.02% 251
2023
Q2 		$360K Buy
10,471
+1,277
+14% +$42.7K 0.03% 231
2023
Q1 		$287K Buy
9,194
+3,388
+58% +$106K 0.02% 252
2022
Q4 		$172K Sell
5,806
-2,944
-34% -$93.3K 0.01% 326
2022
Q3 		$295K Buy
8,750
+154
+2% +$5.71K 0.03% 186
2022
Q2 		$306K Buy
8,596
+924
+12% +$35.2K 0.03% 188
2022
Q1 		$308K Buy
7,672
+1,317
+21% +$53.9K 0.03% 232
2021
Q4 		$288K Buy
6,355
+1,352
+27% +$55.9K 0.03% 222
2021
Q3 		$192K Buy
5,003
+2,954
+144% +$118K 0.02% 283
2021
Q2 		$76K Sell
2,049
-14
-0.7% -$495 0.01% 408
2021
Q1 		$66K Buy
2,063
+633
+44% +$19K 0.01% 411
2020
Q4 		$42K Sell
1,430
-1,521
-52% -$43.8K 0.01% 503
2020
Q3 		$83K Buy
2,951
+2,151
+269% +$61.3K 0.01% 299
2020
Q2 		$22K Sell
800
-1,378
-63% -$34.5K ﹤0.01% 480
2020
Q1 		$47K Buy
2,178
+795
+57% +$22.5K 0.01% 240
2019
Q4 		$41K Buy
+1,383
New +$41.5K 0.01% 236

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

Ellevest Inc's INVH Position: Q3 2024 in Review

Ellevest Inc sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 9,711 shares — an estimated $349K sold.

Ellevest Inc first reported a position in INVH in Q4 2019 and held it in 19 quarters. The position peaked at $360K in Q2 2023. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • Ellevest Inc reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • Ellevest Inc sold 9,711 Invitation Homes shares in Q3 2024, an estimated $349K.
  • Ellevest Inc first reported a position in Invitation Homes in Q4 2019 and held it in 19 quarters.
  • Ellevest Inc's Invitation Homes position peaked at $360K in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Ellevest Inc's 13F filing for Q3 2024, filed 13 Nov 2024.