Next Financial Group’s Invitation Homes INVH Stock Holding History

Next Financial Group’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
2021 Q4	$124K	Buy	2,726 +514	+23%	+$21.2K	0.01%	1071
2021 Q3	$85K	Sell	2,212 -217	-9%	-$8.7K	0.01%	1190
2021 Q2	$91K	Sell	2,429 -7	-0.3%	-$247	0.01%	1163
2021 Q1	$78K	Sell	2,436 -127	-5%	-$3.81K	0.01%	1113
2020 Q4	$76K	Sell	2,563 -124	-5%	-$3.57K	0.01%	1058
2020 Q3	$75K	Buy	+2,687	New	+$76.6K	0.01%	972
2020 Q2	–	Sell	-2,893	Closed	-$62K	–	1215
2020 Q1	$62K	Sell	2,893 -136	-4%	-$3.85K	0.01%	910
2019 Q4	$91K	Buy	3,029 +94	+3%	+$2.82K	0.01%	975
2019 Q3	$87K	Buy	2,935 +16	+0.5%	+$450	0.01%	950
2019 Q2	$78K	Buy	2,919 +447	+18%	+$11.4K	0.01%	1007
2019 Q1	$60K	Buy	+2,472	New	+$55.6K	0.02%	677

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

Norges Bank Oslo, Norway $935B AUM

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

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

AAMU

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's INVH Position: Q4 2021 in Review

Next Financial Group increased its Invitation Homes (INVH) stake by 23% in Q4 2021, buying an estimated $21.2K and bringing the position to 2,726 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #1071.

Next Financial Group first reported a position in INVH in Q1 2019 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold INVH as of Q4 2021.

Next Financial Group held 2,726 shares of Invitation Homes worth $124K as of Q4 2021.
Next Financial Group bought 514 Invitation Homes shares in Q4 2021, an estimated $21.2K.
Invitation Homes made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1071 holding.
Next Financial Group first reported a position in Invitation Homes in Q1 2019 and has held it in 11 quarters since.
474 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.