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Oppenheimer & Co’s Invitation Homes INVH Stock Holding History

Oppenheimer & Co’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
-30,739
Closed -$1.08M – 1601
2024
Q3 		$1.08M Sell
30,739
-897
-3% -$32.1K 0.02% 765
2024
Q2 		$1.14M Buy
31,636
+2,271
+8% +$78.9K 0.02% 724
2024
Q1 		$1.05M Buy
+29,365
New +$994K 0.02% 729

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 $3.37T AUM 44.26% 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

Oppenheimer & Co's INVH Position: Q4 2024 in Review

Oppenheimer & Co sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 30,739 shares — an estimated $1.08M sold.

Oppenheimer & Co first reported a position in INVH in Q1 2024 and held it in 3 quarters. The position peaked at $1.14M in Q2 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • Oppenheimer & Co reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 30,739 Invitation Homes shares in Q4 2024, an estimated $1.08M.
  • Oppenheimer & Co first reported a position in Invitation Homes in Q1 2024 and held it in 3 quarters.
  • Oppenheimer & Co's Invitation Homes position peaked at $1.14M in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.