Phoenix Financial’s Invitation Homes INVH Stock Holding History

Phoenix Financial’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	-6,121	Closed	-$216K	–	382
2024 Q3	$216K	Buy	+6,121	New	+$219K	﹤0.01%	332

Other funds holding INVH

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's INVH Position: Q4 2024 in Review

Phoenix Financial sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 6,121 shares — an estimated $216K sold.

Phoenix Financial first reported a position in INVH in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 525 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

Phoenix Financial reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 6,121 Invitation Homes shares in Q4 2024, an estimated $216K.
Phoenix Financial first reported a position in Invitation Homes in Q3 2024 and held it in 1 quarter.
Phoenix Financial's Invitation Homes position peaked at $216K in Q3 2024.
525 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.