Institutional & Family Asset Management’s Invitation Homes INVH Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-100	Closed	-$2.96K	–	743
2022 Q4	$2.96K	Sell	100 -149	-60%	-$4.72K	﹤0.01%	525
2022 Q3	$8K	Hold	249	–	–	﹤0.01%	410
2022 Q2	$9K	Sell	249 -18	-7%	-$686	﹤0.01%	402
2022 Q1	$11K	Sell	267 -89	-25%	-$3.64K	﹤0.01%	429
2021 Q4	$16K	Hold	356	–	–	﹤0.01%	395
2021 Q3	$14K	Hold	356	–	–	﹤0.01%	502
2021 Q2	$13K	Sell	356 -29	-8%	-$1.02K	﹤0.01%	550
2021 Q1	$12K	Hold	385	–	–	﹤0.01%	543
2020 Q4	$11K	Buy	385 +22	+6%	+$633	﹤0.01%	514
2020 Q3	$10K	Hold	363	–	–	﹤0.01%	486
2020 Q2	$10K	Sell	363 -25	-6%	-$626	﹤0.01%	487
2020 Q1	$8K	Buy	388 +47	+14%	+$1.33K	﹤0.01%	482
2019 Q4	$10K	Hold	341	–	–	﹤0.01%	506
2019 Q3	$10K	Hold	341	–	–	﹤0.01%	477
2019 Q2	$9K	Buy	341 +31	+10%	+$790	﹤0.01%	509
2019 Q1	$8K	Buy	310 +45	+17%	+$1.01K	﹤0.01%	540
2018 Q4	$5K	Sell	265 -66	-20%	-$1.41K	﹤0.01%	585
2018 Q3	$8K	Hold	331	–	–	﹤0.01%	557
2018 Q2	$8K	Hold	331	–	–	﹤0.01%	562
2018 Q1	$8K	Buy	+331	New	+$7.35K	﹤0.01%	539

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Institutional & Family Asset Management's INVH Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Invitation Homes (INVH) in Q1 2023, closing a stake of 100 shares — an estimated $2.96K sold.

Institutional & Family Asset Management first reported a position in INVH in Q1 2018 and held it in 20 quarters. The position peaked at $16K in Q4 2021. 464 funds tracked by Wall St. Rank hold INVH as of Q1 2023.

Institutional & Family Asset Management reported no remaining Invitation Homes position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 100 Invitation Homes shares in Q1 2023, an estimated $2.96K.
Institutional & Family Asset Management first reported a position in Invitation Homes in Q1 2018 and held it in 20 quarters.
Institutional & Family Asset Management's Invitation Homes position peaked at $16K in Q4 2021.
464 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.