ISWM
INVH icon

Independent Solutions Wealth Management’s Invitation Homes INVH Stock Holding History

Independent Solutions 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
2022
Q4 		– Sell
-15,008
Closed -$507K – 220
2022
Q3 		$507K Sell
15,008
-544
-3% -$20.2K 0.17% 114
2022
Q2 		$553K Sell
15,552
-3,489
-18% -$133K 0.17% 110
2022
Q1 		$765K Sell
19,041
-253
-1% -$10.4K 0.18% 101
2021
Q4 		$875K Hold
19,294
– – 0.21% 98
2021
Q3 		$740K Buy
19,294
+1,679
+10% +$67.3K 0.18% 106
2021
Q2 		$657K Buy
17,615
+7,556
+75% +$267K 0.16% 119
2021
Q1 		$322K Buy
10,059
+2,096
+26% +$62.9K 0.09% 147
2020
Q4 		$237K Buy
+7,963
New +$229K 0.07% 170

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Independent Solutions Wealth Management's INVH Position: Q4 2022 in Review

Independent Solutions Wealth Management sold out of Invitation Homes (INVH) in Q4 2022, closing a stake of 15,008 shares — an estimated $507K sold.

Independent Solutions Wealth Management first reported a position in INVH in Q4 2020 and held it in 8 quarters. The position peaked at $875K in Q4 2021. 464 funds tracked by Wall St. Rank hold INVH as of Q4 2022.

  • Independent Solutions Wealth Management reported no remaining Invitation Homes position as of Q4 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 15,008 Invitation Homes shares in Q4 2022, an estimated $507K.
  • Independent Solutions Wealth Management first reported a position in Invitation Homes in Q4 2020 and held it in 8 quarters.
  • Independent Solutions Wealth Management's Invitation Homes position peaked at $875K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2022, filed 19 Dec 2024.