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Lee Financial’s Invitation Homes INVH Stock Holding History

Lee Financial’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
Q3 		– Sell
-4
Closed – – 907
2022
Q2 		$0 Buy
+4
New +$153 ﹤0.01% 913
2022
Q1 		– Sell
-291
Closed -$13K – 858
2021
Q4 		$13K Buy
+291
New +$12K ﹤0.01% 441
2018
Q3 		– Sell
-1,307
Closed -$30K – 585
2018
Q2 		$30K Sell
1,307
-934
-42% -$21.1K 0.01% 301
2018
Q1 		$51K Buy
2,241
+1,241
+124% +$27.5K 0.01% 260
2017
Q4 		$24K Hold
1,000
– – 0.01% 239
2017
Q3 		$23K Hold
1,000
– – 0.01% 237
2017
Q2 		$22K Buy
+1,000
New +$21.5K 0.01% 242

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 $3.38T AUM 44.17% 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

Lee Financial's INVH Position: Q3 2022 in Review

Lee Financial sold out of Invitation Homes (INVH) in Q3 2022, closing a stake of 4 shares.

Lee Financial first reported a position in INVH in Q2 2017 and held it in 7 quarters. The position peaked at $51K in Q1 2018. 480 funds tracked by Wall St. Rank hold INVH as of Q3 2022.

  • Lee Financial reported no remaining Invitation Homes position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 4 Invitation Homes shares in Q3 2022.
  • Lee Financial first reported a position in Invitation Homes in Q2 2017 and held it in 7 quarters.
  • Lee Financial's Invitation Homes position peaked at $51K in Q1 2018.
  • 480 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.