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Oakworth Capital’s Invitation Homes INVH Stock Holding History

Oakworth Capital’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
2024
Q4 		– Sell
-133
Closed -$4.69K – 656
2024
Q3 		$4.69K Hold
133
– – ﹤0.01% 565
2024
Q2 		$4.77K Hold
133
– – ﹤0.01% 574
2024
Q1 		$4.74K Hold
133
– – ﹤0.01% 540
2023
Q4 		$4.54K Buy
+133
New +$4.33K ﹤0.01% 556

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakworth Capital's INVH Position: Q4 2024 in Review

Oakworth Capital sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 133 shares — an estimated $4.69K sold.

Oakworth Capital first reported a position in INVH in Q4 2023 and held it in 4 quarters. The position peaked at $4.77K in Q2 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • Oakworth Capital reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • Oakworth Capital sold 133 Invitation Homes shares in Q4 2024, an estimated $4.69K.
  • Oakworth Capital first reported a position in Invitation Homes in Q4 2023 and held it in 4 quarters.
  • Oakworth Capital's Invitation Homes position peaked at $4.77K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Oakworth Capital's 13F filing for Q4 2024, filed 27 Jan 2025.