Picton Mahoney Asset Management’s Invitation Homes INVH Stock Holding History

Picton Mahoney Asset 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
2023 Q4	–	Sell	-340	Closed	-$10K	–	472
2023 Q3	$10K	Buy	+340	New	+$11.7K	﹤0.01%	358
2017 Q3	–	Sell	-6,950	Closed	-$151K	–	204
2017 Q2	$151K	Sell	6,950 -30,850	-82%	-$665K	0.01%	185
2017 Q1	$825K	Buy	+37,800	New	+$807K	0.06%	147

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 $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAMU

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Picton Mahoney Asset Management's INVH Position: Q4 2023 in Review

Picton Mahoney Asset Management sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 340 shares — an estimated $10K sold.

Picton Mahoney Asset Management first reported a position in INVH in Q1 2017 and held it in 3 quarters. The position peaked at $825K in Q1 2017. 522 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

Picton Mahoney Asset Management reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
Picton Mahoney Asset Management sold 340 Invitation Homes shares in Q4 2023, an estimated $10K.
Picton Mahoney Asset Management first reported a position in Invitation Homes in Q1 2017 and held it in 3 quarters.
Picton Mahoney Asset Management's Invitation Homes position peaked at $825K in Q1 2017.
522 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.