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Independent Advisor Alliance’s Invitation Homes INVH Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-7,691
Closed -$265K – 673
2023
Q2 		$265K Sell
7,691
-725
-9% -$24.2K 0.01% 551
2023
Q1 		$263K Buy
+8,416
New +$264K 0.01% 544
2022
Q4 		– Sell
-10,840
Closed -$366K – 518
2022
Q3 		$366K Sell
10,840
-757
-7% -$28.1K 0.02% 439
2022
Q2 		$413K Sell
11,597
-2,727
-19% -$104K 0.02% 420
2022
Q1 		$576K Buy
+14,324
New +$586K 0.03% 364

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 $3.38T AUM 44.17% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Advisor Alliance's INVH Position: Q3 2023 in Review

Independent Advisor Alliance sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 7,691 shares — an estimated $265K sold.

Independent Advisor Alliance first reported a position in INVH in Q1 2022 and held it in 5 quarters. The position peaked at $576K in Q1 2022. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

  • Independent Advisor Alliance reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,691 Invitation Homes shares in Q3 2023, an estimated $265K.
  • Independent Advisor Alliance first reported a position in Invitation Homes in Q1 2022 and held it in 5 quarters.
  • Independent Advisor Alliance's Invitation Homes position peaked at $576K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.