Plante Moran Financial Advisors’s Invitation Homes INVH Stock Holding History

Plante Moran Financial Advisors’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	-685	Closed	-$21.7K	–	854
2023 Q3	$21.7K	Hold	685	–	–	﹤0.01%	420
2023 Q2	$23.6K	Hold	685	–	–	﹤0.01%	410
2023 Q1	$21.4K	Buy	685 +5	+0.7%	+$157	﹤0.01%	430
2022 Q4	$20.1K	Buy	680 +5	+0.7%	+$158	﹤0.01%	456
2022 Q3	$23K	Sell	675 -102	-13%	-$3.78K	﹤0.01%	429
2022 Q2	$28K	Buy	777 +110	+16%	+$4.19K	﹤0.01%	403
2022 Q1	$27K	Buy	667 +4	+0.6%	+$164	0.01%	431
2021 Q4	$30K	Buy	663 +2	+0.3%	+$83	﹤0.01%	465
2021 Q3	$25K	Buy	661 +109	+20%	+$4.37K	0.01%	514
2021 Q2	$21K	Buy	552 +3	+0.5%	+$106	0.01%	549
2021 Q1	$18K	Buy	549 +152	+38%	+$4.56K	﹤0.01%	548
2020 Q4	$12K	Buy	397 +2	+0.5%	+$58	﹤0.01%	605
2020 Q3	$11K	Sell	395 -4,605	-92%	-$131K	﹤0.01%	593
2020 Q2	$138K	Buy	+5,000	New	+$125K	0.06%	172

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 $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's INVH Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 685 shares — an estimated $21.7K sold.

Plante Moran Financial Advisors first reported a position in INVH in Q2 2020 and held it in 14 quarters. The position peaked at $138K in Q2 2020. 523 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

Plante Moran Financial Advisors reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 685 Invitation Homes shares in Q4 2023, an estimated $21.7K.
Plante Moran Financial Advisors first reported a position in Invitation Homes in Q2 2020 and held it in 14 quarters.
Plante Moran Financial Advisors's Invitation Homes position peaked at $138K in Q2 2020.
523 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.