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Platte River Wealth Advisors’s Invitation Homes INVH Stock Holding History

Platte River Wealth 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
2021
Q1 		– Sell
-44,367
Closed -$1.33M – 86
2020
Q4 		$1.33M Buy
44,367
+3,609
+9% +$104K 0.58% 37
2020
Q3 		$1.14M Buy
40,758
+10,847
+36% +$309K 0.59% 37
2020
Q2 		$840K Buy
+29,911
New +$750K 0.46% 53
2019
Q4 		$826K Buy
+26,255
New +$787K 0.43% 69

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Platte River Wealth Advisors's INVH Position: Q1 2021 in Review

Platte River Wealth Advisors sold out of Invitation Homes (INVH) in Q1 2021, closing a stake of 44,367 shares — an estimated $1.33M sold.

Platte River Wealth Advisors first reported a position in INVH in Q4 2019 and held it in 4 quarters. The position peaked at $1.33M in Q4 2020. 395 funds tracked by Wall St. Rank hold INVH as of Q1 2021.

  • Platte River Wealth Advisors reported no remaining Invitation Homes position as of Q1 2021 after selling out during the quarter.
  • Platte River Wealth Advisors sold 44,367 Invitation Homes shares in Q1 2021, an estimated $1.33M.
  • Platte River Wealth Advisors first reported a position in Invitation Homes in Q4 2019 and held it in 4 quarters.
  • Platte River Wealth Advisors's Invitation Homes position peaked at $1.33M in Q4 2020.
  • 395 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2021.

Based on Platte River Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.