Kula Investments’s Invitation Homes INVH Stock Holding History

Kula Investments’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	-28,671	Closed	-$850K	–	730
2022 Q4	$850K	Buy	+28,671	New	+$909K	0.25%	80

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

Kula Investments's INVH Position: Q1 2023 in Review

Kula Investments sold out of Invitation Homes (INVH) in Q1 2023, closing a stake of 28,671 shares — an estimated $850K sold.

Kula Investments first reported a position in INVH in Q4 2022 and held it in 1 quarter. The position peaked at $850K in Q4 2022. 463 funds tracked by Wall St. Rank hold INVH as of Q1 2023.

Kula Investments reported no remaining Invitation Homes position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 28,671 Invitation Homes shares in Q1 2023, an estimated $850K.
Kula Investments first reported a position in Invitation Homes in Q4 2022 and held it in 1 quarter.
Kula Investments's Invitation Homes position peaked at $850K in Q4 2022.
463 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.