Foster & Motley’s Invitation Homes INVH Stock Holding History

Foster & Motley’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 Q3	–	Sell	-11,717	Closed	-$403K	–	370
2023 Q2	$403K	Sell	11,717 -748	-6%	-$25K	0.03%	307
2023 Q1	$389K	Sell	12,465 -1,331	-10%	-$41.7K	0.03%	309
2022 Q4	$409K	Sell	13,796 -610	-4%	-$19.3K	0.03%	296
2022 Q3	$486K	Sell	14,406 -5,691	-28%	-$211K	0.05%	259
2022 Q2	$715K	Sell	20,097 -543	-3%	-$20.7K	0.06%	225
2022 Q1	$829K	Sell	20,640 -2,517	-11%	-$103K	0.07%	211
2021 Q4	$1.05M	Sell	23,157 -4,810	-17%	-$199K	0.08%	185
2021 Q3	$1.07M	Sell	27,967 -4,780	-15%	-$192K	0.09%	182
2021 Q2	$1.22M	Sell	32,747 -5,989	-15%	-$212K	0.1%	171
2021 Q1	$1.24M	Sell	38,736 -2,715	-7%	-$81.4K	0.1%	161
2020 Q4	$1.23M	Sell	41,451 -1,735	-4%	-$49.9K	0.12%	152
2020 Q3	$1.21M	Sell	43,186 -4,931	-10%	-$141K	0.14%	141
2020 Q2	$1.32M	Buy	+48,117	New	+$1.21M	0.17%	128

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foster & Motley's INVH Position: Q3 2023 in Review

Foster & Motley sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 11,717 shares — an estimated $403K sold.

Foster & Motley first reported a position in INVH in Q2 2020 and held it in 13 quarters. The position peaked at $1.32M in Q2 2020. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

Foster & Motley reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
Foster & Motley sold 11,717 Invitation Homes shares in Q3 2023, an estimated $403K.
Foster & Motley first reported a position in Invitation Homes in Q2 2020 and held it in 13 quarters.
Foster & Motley's Invitation Homes position peaked at $1.32M in Q2 2020.
486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Foster & Motley's 13F filing for Q3 2023, filed 24 Oct 2023.