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Glassman Wealth Services’s Invitation Homes INVH Stock Holding History

Glassman Wealth Services’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
-184
Closed -$6.28K – 976
2023
Q4 		$6.28K Sell
184
-20
-10% -$651 ﹤0.01% 1010
2023
Q3 		$6.46K Buy
204
+9
+5% +$309 ﹤0.01% 984
2023
Q2 		$6.71K Hold
195
– – ﹤0.01% 921
2023
Q1 		$6.09K Sell
195
-7
-3% -$219 ﹤0.01% 951
2022
Q4 		$5.99K Buy
202
+61
+43% +$1.93K ﹤0.01% 976
2022
Q3 		$5K Buy
141
+125
+781% +$4.63K ﹤0.01% 993
2022
Q2 		$1K Sell
16
-67
-81% -$2.56K ﹤0.01% 1441
2022
Q1 		$3K Buy
83
+72
+655% +$2.95K ﹤0.01% 1140
2021
Q4 		$0 Buy
11
+5
+83% +$207 ﹤0.01% 1761
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1701
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1552
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1514
2020
Q4 		$0 Sell
6
-503
-99% -$14.5K ﹤0.01% 1437
2020
Q3 		$14K Buy
509
+3
+0.6% +$86 ﹤0.01% 535
2020
Q2 		$14K Buy
506
+495
+4,500% +$12.4K ﹤0.01% 437
2020
Q1 		$0 Sell
11
-13
-54% -$368 ﹤0.01% 1331
2019
Q4 		$1K Buy
24
+14
+140% +$420 ﹤0.01% 948
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1203
2019
Q2 		$0 Buy
+10
New +$255 ﹤0.01% 1216

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Glassman Wealth Services's INVH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 184 shares — an estimated $6.28K sold.

Glassman Wealth Services first reported a position in INVH in Q2 2019 and held it in 19 quarters. The position peaked at $14K in Q3 2020. 511 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 184 Invitation Homes shares in Q1 2024, an estimated $6.28K.
  • Glassman Wealth Services first reported a position in Invitation Homes in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Invitation Homes position peaked at $14K in Q3 2020.
  • 511 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.