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Okabena Investment Services’s Invitation Homes INVH Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-15,292
Closed -$549K – 117
2024
Q2 		$549K Sell
15,292
-4,139
-21% -$144K 0.17% 82
2024
Q1 		$692K Sell
19,431
-895
-4% -$30.3K 0.23% 74
2023
Q4 		$693K Buy
+20,326
New +$662K 0.27% 72

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

Okabena Investment Services's INVH Position: Q3 2024 in Review

Okabena Investment Services sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 15,292 shares — an estimated $549K sold.

Okabena Investment Services first reported a position in INVH in Q4 2023 and held it in 3 quarters. The position peaked at $693K in Q4 2023. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • Okabena Investment Services reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • Okabena Investment Services sold 15,292 Invitation Homes shares in Q3 2024, an estimated $549K.
  • Okabena Investment Services first reported a position in Invitation Homes in Q4 2023 and held it in 3 quarters.
  • Okabena Investment Services's Invitation Homes position peaked at $693K in Q4 2023.
  • 541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.