Family Management’s Invitation Homes INVH Stock Holding History

Family 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
2022 Q2	–	Sell	-33,647	Closed	-$1.35M	–	187
2022 Q1	$1.35M	Sell	33,647 -18,356	-35%	-$751K	0.37%	53
2021 Q4	$2.36M	Sell	52,003 -2,476	-5%	-$102K	0.61%	48
2021 Q3	$2.09M	Sell	54,479 -355	-0.6%	-$14.2K	0.58%	47
2021 Q2	$2.04M	Buy	54,834 +5,318	+11%	+$188K	0.54%	49
2021 Q1	$1.58M	Buy	+49,516	New	+$1.48M	0.5%	50

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

Family Management's INVH Position: Q2 2022 in Review

Family Management sold out of Invitation Homes (INVH) in Q2 2022, closing a stake of 33,647 shares — an estimated $1.35M sold.

Family Management first reported a position in INVH in Q1 2021 and held it in 5 quarters. The position peaked at $2.36M in Q4 2021. 466 funds tracked by Wall St. Rank hold INVH as of Q2 2022.

Family Management reported no remaining Invitation Homes position as of Q2 2022 after selling out during the quarter.
Family Management sold 33,647 Invitation Homes shares in Q2 2022, an estimated $1.35M.
Family Management first reported a position in Invitation Homes in Q1 2021 and held it in 5 quarters.
Family Management's Invitation Homes position peaked at $2.36M in Q4 2021.
466 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2022.

Based on Family Management's 13F filing for Q2 2022, filed 15 Aug 2022.