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Pathstone Family Office’s Invitation Homes INVH Stock Holding History

Pathstone Family Office’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
2023
Q3 		$737K Buy
23,249
+11,352
+95% +$390K 0.01% 845
2023
Q2 		$409K Buy
11,897
+3,338
+39% +$112K 0.01% 830
2023
Q1 		$262K Sell
8,559
-13,773
-62% -$432K ﹤0.01% 975
2022
Q4 		$918K Sell
22,332
-1,191
-5% -$37.7K 0.01% 826
2022
Q3 		$794K Buy
+23,523
New +$872K 0.01% 860

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Family Office's INVH Position: Q3 2023 in Review

Pathstone Family Office increased its Invitation Homes (INVH) stake by 95% in Q3 2023, buying an estimated $390K and bringing the position to 23,249 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #845.

Pathstone Family Office first reported a position in INVH in Q3 2022 and has held it in 5 quarters since. The position peaked at $918K in Q4 2022. 485 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

  • Pathstone Family Office held 23,249 shares of Invitation Homes worth $737K as of Q3 2023.
  • Pathstone Family Office bought 11,352 Invitation Homes shares in Q3 2023, an estimated $390K.
  • Invitation Homes made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #845 holding.
  • Pathstone Family Office first reported a position in Invitation Homes in Q3 2022 and has held it in 5 quarters since.
  • Pathstone Family Office's Invitation Homes position peaked at $918K in Q4 2022.
  • 485 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.