IHT Wealth Management’s Invitation Homes INVH Stock Holding History

IHT Wealth 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
2023 Q2	–	Sell	-8,933	Closed	-$279K	–	993
2023 Q1	$279K	Sell	8,933 -19,663	-69%	-$616K	0.02%	725
2022 Q4	$848K	Buy	28,596 +272	+1%	+$8.62K	0.05%	337
2022 Q3	$957K	Buy	28,324 +2,781	+11%	+$103K	0.07%	288
2022 Q2	$909K	Buy	25,543 +64	+0.3%	+$2.44K	0.08%	253
2022 Q1	$1.02M	Buy	+25,479	New	+$1.04M	0.08%	251
2018 Q1	–	Sell	-12	Closed	–	–	1716
2017 Q4	$0	Buy	+12	New	+$278	﹤0.01%	1732

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IHT Wealth Management's INVH Position: Q2 2023 in Review

IHT Wealth Management sold out of Invitation Homes (INVH) in Q2 2023, closing a stake of 8,933 shares — an estimated $279K sold.

IHT Wealth Management first reported a position in INVH in Q4 2017 and held it in 6 quarters. The position peaked at $1.02M in Q1 2022. 500 funds tracked by Wall St. Rank hold INVH as of Q2 2023.

IHT Wealth Management reported no remaining Invitation Homes position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 8,933 Invitation Homes shares in Q2 2023, an estimated $279K.
IHT Wealth Management first reported a position in Invitation Homes in Q4 2017 and held it in 6 quarters.
IHT Wealth Management's Invitation Homes position peaked at $1.02M in Q1 2022.
500 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.