Freestone Capital Holdings’s Invitation Homes INVH Stock Holding History

Freestone Capital Holdings’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 Q1	–	Sell	-13,313	Closed	-$395K	–	389
2022 Q4	$395K	Buy	13,313 +22	+0.2%	+$697	0.02%	266
2022 Q3	$449K	Buy	+13,291	New	+$493K	0.02%	253
2021 Q1	–	Sell	-352	Closed	-$10.5K	–	733
2020 Q4	$10.5K	Buy	+352	New	+$10.1K	﹤0.01%	846

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Freestone Capital Holdings's INVH Position: Q1 2023 in Review

Freestone Capital Holdings sold out of Invitation Homes (INVH) in Q1 2023, closing a stake of 13,313 shares — an estimated $395K sold.

Freestone Capital Holdings first reported a position in INVH in Q4 2020 and held it in 3 quarters. The position peaked at $449K in Q3 2022. 464 funds tracked by Wall St. Rank hold INVH as of Q1 2023.

Freestone Capital Holdings reported no remaining Invitation Homes position as of Q1 2023 after selling out during the quarter.
Freestone Capital Holdings sold 13,313 Invitation Homes shares in Q1 2023, an estimated $395K.
Freestone Capital Holdings first reported a position in Invitation Homes in Q4 2020 and held it in 3 quarters.
Freestone Capital Holdings's Invitation Homes position peaked at $449K in Q3 2022.
464 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2023.

Based on Freestone Capital Holdings's 13F filing for Q1 2023, filed 12 May 2023.