Obermeyer Wealth Partners’s Invitation Homes INVH Stock Holding History

Obermeyer Wealth Partners’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	-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

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Obermeyer Wealth Partners's INVH Position: Q1 2025 in Review

Obermeyer Wealth Partners sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 8,961 shares — an estimated $286K sold.

Obermeyer Wealth Partners first reported a position in INVH in Q1 2021 and held it in 16 quarters. The position peaked at $406K in Q4 2021. 537 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

Obermeyer Wealth Partners reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 8,961 Invitation Homes shares in Q1 2025, an estimated $286K.
Obermeyer Wealth Partners first reported a position in Invitation Homes in Q1 2021 and held it in 16 quarters.
Obermeyer Wealth Partners's Invitation Homes position peaked at $406K in Q4 2021.
537 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.