Ladenburg Thalmann Financial Services’s Invitation Homes INVH Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$100K	Sell	3,316 -4,481	-57%	-$134K	﹤0.01%	3005
2019 Q3	$232K	Buy	7,797 +6,415	+464%	+$181K	﹤0.01%	2355
2019 Q2	$37K	Buy	1,382 +207	+18%	+$5.27K	﹤0.01%	3652
2019 Q1	$29K	Sell	1,175 -111	-9%	-$2.5K	﹤0.01%	3773
2018 Q4	$27K	Buy	1,286 +722	+128%	+$15.5K	﹤0.01%	3688
2018 Q3	$13K	Sell	564 -178	-24%	-$4.14K	﹤0.01%	4144
2018 Q2	$17K	Hold	742	–	–	﹤0.01%	3922
2018 Q1	$17K	Sell	742 -277	-27%	-$6.15K	﹤0.01%	3922
2017 Q4	$24K	Buy	1,019 +20	+2%	+$463	﹤0.01%	3666
2017 Q3	$23K	Sell	999 -8,255	-89%	-$183K	﹤0.01%	3595
2017 Q2	$200K	Sell	9,254 -882	-9%	-$19K	﹤0.01%	2021
2017 Q1	$221K	Buy	+10,136	New	+$216K	﹤0.01%	1832

Other funds holding INVH

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

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

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

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

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

AAMU

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INVH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Invitation Homes (INVH) stake by 57% in Q4 2019, selling an estimated $134K and leaving 3,316 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Ladenburg Thalmann Financial Services first reported a position in INVH in Q1 2017 and has held it in 12 quarters since. The position peaked at $232K in Q3 2019. 371 funds tracked by Wall St. Rank hold INVH as of Q4 2019.

Ladenburg Thalmann Financial Services held 3,316 shares of Invitation Homes worth $100K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 4,481 Invitation Homes shares in Q4 2019, an estimated $134K.
Invitation Homes made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3005 holding.
Ladenburg Thalmann Financial Services first reported a position in Invitation Homes in Q1 2017 and has held it in 12 quarters since.
Ladenburg Thalmann Financial Services's Invitation Homes position peaked at $232K in Q3 2019.
371 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.