IWM
INVH icon

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 – – 1721
2017
Q4 		$0 Buy
+12
New +$278 ﹤0.01% 1732

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 $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return