Phase 2 Partners’s Invitation Homes INVH Stock Holding History

Phase 2 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
2024 Q1	–	Sell	-267,434	Closed	-$9.12M	–	33
2023 Q4	$9.12M	Sell	267,434 -130,612	-33%	-$4.25M	4.82%	7
2023 Q3	$12.6M	Buy	+398,046	New	+$13.7M	5.57%	6

Other funds holding INVH

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Phase 2 Partners's INVH Position: Q1 2024 in Review

Phase 2 Partners sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 267,434 shares — an estimated $9.12M sold.

Phase 2 Partners first reported a position in INVH in Q3 2023 and held it in 2 quarters. The position peaked at $12.6M in Q3 2023. 510 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

Phase 2 Partners reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
Phase 2 Partners sold 267,434 Invitation Homes shares in Q1 2024, an estimated $9.12M.
Phase 2 Partners first reported a position in Invitation Homes in Q3 2023 and held it in 2 quarters.
Phase 2 Partners's Invitation Homes position peaked at $12.6M in Q3 2023.
510 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on Phase 2 Partners's 13F filing for Q1 2024, filed 15 May 2024.