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Mowery & Schoenfeld Wealth Management’s Invitation Homes INVH Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-93
Closed -$2.97K – 511
2024
Q4 		$2.97K Buy
+93
New +$3.1K 0.01% 361

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's INVH Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 93 shares — an estimated $2.97K sold.

Mowery & Schoenfeld Wealth Management first reported a position in INVH in Q4 2024 and held it in 1 quarter. The position peaked at $2.97K in Q4 2024. 537 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 93 Invitation Homes shares in Q1 2025, an estimated $2.97K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Invitation Homes in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Invitation Homes position peaked at $2.97K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.