Fiducient Advisors’s Invitation Homes INVH Stock Holding History

Fiducient Advisors’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 Q1	–	Sell	-12,956	Closed	-$442K	–	139
2023 Q4	$442K	Hold	12,956	–	–	0.08%	82
2023 Q3	$411K	Buy	+12,956	New	+$445K	0.02%	77

Other funds holding INVH

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fiducient Advisors's INVH Position: Q1 2024 in Review

Fiducient Advisors sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 12,956 shares — an estimated $442K sold.

Fiducient Advisors first reported a position in INVH in Q3 2023 and held it in 2 quarters. The position peaked at $442K in Q4 2023. 510 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

Fiducient Advisors reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
Fiducient Advisors sold 12,956 Invitation Homes shares in Q1 2024, an estimated $442K.
Fiducient Advisors first reported a position in Invitation Homes in Q3 2023 and held it in 2 quarters.
Fiducient Advisors's Invitation Homes position peaked at $442K in Q4 2023.
510 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on Fiducient Advisors's 13F filing for Q1 2024, filed 10 May 2024.