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Greystone Financial Group’s Invitation Homes INVH Stock Holding History

Greystone Financial Group’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
-9,431
Closed -$322K – 116
2023
Q4 		$322K Buy
9,431
+131
+1% +$4.26K 0.07% 94
2023
Q3 		$295K Sell
9,300
-562
-6% -$19.3K 0.07% 95
2023
Q2 		$339K Sell
9,862
-1,554
-14% -$51.9K 0.08% 91
2023
Q1 		$357K Buy
+11,416
New +$358K 0.09% 87
2022
Q4 		– Sell
-10,216
Closed -$345K – 75
2022
Q3 		$345K Buy
+10,216
New +$379K 0.12% 65

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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

Greystone Financial Group's INVH Position: Q1 2024 in Review

Greystone Financial Group sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 9,431 shares — an estimated $322K sold.

Greystone Financial Group first reported a position in INVH in Q3 2022 and held it in 5 quarters. The position peaked at $357K in Q1 2023. 511 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

  • Greystone Financial Group reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
  • Greystone Financial Group sold 9,431 Invitation Homes shares in Q1 2024, an estimated $322K.
  • Greystone Financial Group first reported a position in Invitation Homes in Q3 2022 and held it in 5 quarters.
  • Greystone Financial Group's Invitation Homes position peaked at $357K in Q1 2023.
  • 511 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on Greystone Financial Group's 13F filing for Q1 2024, filed 22 Apr 2024.