PFG Private Wealth Management’s Invitation Homes INVH Stock Holding History

PFG Private Wealth Management’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	-14	Closed	-$440	–	284
2024 Q4	$440	Sell	14 -6	-30%	-$200	﹤0.01%	216
2024 Q3	$692	Buy	20 +1	+5%	+$36	﹤0.01%	210
2024 Q2	$699	Hold	19	–	–	﹤0.01%	213
2024 Q1	$687	Sell	19 -1	-5%	-$34	﹤0.01%	200
2023 Q4	$653	Buy	20 +1	+5%	+$33	﹤0.01%	207
2023 Q3	$602	Buy	+19	New	+$653	﹤0.01%	263

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

PFG Private Wealth Management's INVH Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 14 shares — an estimated $440 sold.

PFG Private Wealth Management first reported a position in INVH in Q3 2023 and held it in 6 quarters. The position peaked at $699 in Q2 2024. 537 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

PFG Private Wealth Management reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 14 Invitation Homes shares in Q1 2025, an estimated $440.
PFG Private Wealth Management first reported a position in Invitation Homes in Q3 2023 and held it in 6 quarters.
PFG Private Wealth Management's Invitation Homes position peaked at $699 in Q2 2024.
537 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.