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Polaris Wealth Advisory Group’s Invitation Homes INVH Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q1 		– Sell
-593,433
Closed -$26.9M – 178
2021
Q4 		$26.9M Buy
593,433
+12,993
+2% +$537K 1.54% 24
2021
Q3 		$22.4M Buy
+580,440
New +$23.3M 1.34% 36

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Polaris Wealth Advisory Group's INVH Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Invitation Homes (INVH) in Q1 2022, closing a stake of 593,433 shares — an estimated $26.9M sold.

Polaris Wealth Advisory Group first reported a position in INVH in Q3 2021 and held it in 2 quarters. The position peaked at $26.9M in Q4 2021. 484 funds tracked by Wall St. Rank hold INVH as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Invitation Homes position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 593,433 Invitation Homes shares in Q1 2022, an estimated $26.9M.
  • Polaris Wealth Advisory Group first reported a position in Invitation Homes in Q3 2021 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Invitation Homes position peaked at $26.9M in Q4 2021.
  • 484 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.