Obermeyer Wealth Partners’s Invitation Homes INVH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,961	Closed	-$286K	–	269
2024 Q4	$286K	Hold	8,961	–	–	0.01%	213
2024 Q3	$316K	Hold	8,961	–	–	0.02%	200
2024 Q2	$322K	Hold	8,961	–	–	0.02%	189
2024 Q1	$319K	Hold	8,961	–	–	0.02%	189
2023 Q4	$306K	Hold	8,961	–	–	0.02%	171
2023 Q3	$284K	Hold	8,961	–	–	0.02%	164
2023 Q2	$308K	Hold	8,961	–	–	0.02%	158
2023 Q1	$280K	Hold	8,961	–	–	0.02%	169
2022 Q4	$266K	Hold	8,961	–	–	0.02%	178
2022 Q3	$303K	Hold	8,961	–	–	0.02%	147
2022 Q2	$319K	Hold	8,961	–	–	0.02%	138
2022 Q1	$360K	Hold	8,961	–	–	0.02%	147
2021 Q4	$406K	Hold	8,961	–	–	0.02%	134
2021 Q3	$343K	Hold	8,961	–	–	0.02%	152
2021 Q2	$334K	Sell	8,961 -3,243	-27%	-$115K	0.02%	159
2021 Q1	$390K	Buy	+12,204	New	+$366K	0.02%	141