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First Trust Direct Indexing’s Invitation Homes INVH Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-10,680
Closed -$377K – 440
2024
Q3 		$377K Buy
10,680
+1,450
+16% +$51.9K 0.02% 643
2024
Q2 		$331K Buy
9,230
+2,637
+40% +$91.7K 0.02% 626
2024
Q1 		$235K Buy
+6,593
New +$223K 0.02% 679

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

First Trust Direct Indexing's INVH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 10,680 shares — an estimated $377K sold.

First Trust Direct Indexing first reported a position in INVH in Q1 2024 and held it in 3 quarters. The position peaked at $377K in Q3 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,680 Invitation Homes shares in Q4 2024, an estimated $377K.
  • First Trust Direct Indexing first reported a position in Invitation Homes in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's Invitation Homes position peaked at $377K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.