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Hotaling Investment Management’s Invitation Homes INVH Stock Holding History

Hotaling Investment Management’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
2022
Q4 		$1.37M Sell
46,341
-312
-0.7% -$9.89K 0.62% 55
2022
Q3 		$1.57M Sell
46,653
-851
-2% -$31.5K 0.76% 41
2022
Q2 		$1.69M Buy
47,504
+484
+1% +$18.5K 0.73% 42
2022
Q1 		$1.89M Buy
47,020
+486
+1% +$19.9K 0.73% 47
2021
Q4 		$2.11M Buy
46,534
+1,765
+4% +$72.9K 0.73% 47
2021
Q3 		$1.72M Sell
44,769
-136
-0.3% -$5.45K 0.71% 50
2021
Q2 		$1.68M Buy
44,905
+354
+0.8% +$12.5K 0.68% 53
2021
Q1 		$1.43M Buy
44,551
+320
+0.7% +$9.6K 0.64% 52
2020
Q4 		$1.31M Buy
44,231
+1,955
+5% +$56.3K 0.61% 54
2020
Q3 		$1.18M Sell
42,276
-979
-2% -$27.9K 0.64% 53
2020
Q2 		$1.19M Buy
43,255
+202
+0.5% +$5.06K 0.69% 49
2020
Q1 		$920K Buy
43,053
+6
+0% +$170 0.68% 51
2019
Q4 		$1.29M Buy
43,047
+1,989
+5% +$59.6K 0.74% 52
2019
Q3 		$1.22M Buy
+41,058
New +$1.16M 0.78% 49

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Hotaling Investment Management's INVH Position: Q4 2022 in Review

Hotaling Investment Management reduced its Invitation Homes (INVH) stake by 0.67% in Q4 2022, selling an estimated $9.89K and leaving 46,341 shares worth $1.37M. The position accounts for 0.62% of the portfolio, ranked #55.

Hotaling Investment Management first reported a position in INVH in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.11M in Q4 2021. 463 funds tracked by Wall St. Rank hold INVH as of Q4 2022.

  • Hotaling Investment Management held 46,341 shares of Invitation Homes worth $1.37M as of Q4 2022.
  • Hotaling Investment Management sold 312 Invitation Homes shares in Q4 2022, an estimated $9.89K.
  • Invitation Homes made up 0.62% of Hotaling Investment Management's portfolio in Q4 2022, its #55 holding.
  • Hotaling Investment Management first reported a position in Invitation Homes in Q3 2019 and has held it in 14 quarters since.
  • Hotaling Investment Management's Invitation Homes position peaked at $2.11M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.