HCA
INVH icon

Heck Capital Advisors’s Invitation Homes INVH Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-30
Closed -$959 – 507
2024
Q4 		$959 Buy
+30
New +$1K ﹤0.01% 709

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Heck Capital Advisors's INVH Position: Q1 2025 in Review

Heck Capital Advisors sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 30 shares — an estimated $959 sold.

Heck Capital Advisors first reported a position in INVH in Q4 2024 and held it in 1 quarter. The position peaked at $959 in Q4 2024. 537 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

  • Heck Capital Advisors reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 30 Invitation Homes shares in Q1 2025, an estimated $959.
  • Heck Capital Advisors first reported a position in Invitation Homes in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Invitation Homes position peaked at $959 in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.