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Prudent Man Advisors’s Invitation Homes INVH Stock Holding History

Prudent Man 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
Q3 		– Sell
-18,467
Closed -$635K – 207
2023
Q2 		$635K Sell
18,467
-7,987
-30% -$267K 0.24% 92
2023
Q1 		$826K Sell
26,454
-340
-1% -$10.7K 0.32% 67
2022
Q4 		$794K Buy
26,794
+952
+4% +$30.2K 0.32% 70
2022
Q3 		$873K Buy
25,842
+3,365
+15% +$125K 0.41% 47
2022
Q2 		$800K Sell
22,477
-1
-0% -$38 0.37% 51
2022
Q1 		$903K Sell
22,478
-1,055
-4% -$43.2K 0.37% 54
2021
Q4 		$1.07M Sell
23,533
-4,879
-17% -$202K 0.41% 50
2021
Q3 		$1.09M Sell
28,412
-137
-0.5% -$5.49K 0.41% 52
2021
Q2 		$1.06M Sell
28,549
-190
-0.7% -$6.72K 0.41% 50
2021
Q1 		$919K Buy
28,739
+1,219
+4% +$36.6K 0.39% 58
2020
Q4 		$817K Sell
27,520
-932
-3% -$26.8K 0.34% 57
2020
Q3 		$796K Buy
28,452
+3,987
+16% +$114K 0.42% 52
2020
Q2 		$674K Buy
+24,465
New +$613K 0.6% 45

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudent Man Advisors's INVH Position: Q3 2023 in Review

Prudent Man Advisors sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 18,467 shares — an estimated $635K sold.

Prudent Man Advisors first reported a position in INVH in Q2 2020 and held it in 13 quarters. The position peaked at $1.09M in Q3 2021. 485 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

  • Prudent Man Advisors reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 18,467 Invitation Homes shares in Q3 2023, an estimated $635K.
  • Prudent Man Advisors first reported a position in Invitation Homes in Q2 2020 and held it in 13 quarters.
  • Prudent Man Advisors's Invitation Homes position peaked at $1.09M in Q3 2021.
  • 485 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.