Sage Private Wealth Group’s Invitation Homes INVH Stock Holding History

Sage Private Wealth 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 Q4	–	Sell	-430	Closed	-$15K	–	116
2022 Q3	$15K	Hold	430	–	–	0.02%	125
2022 Q2	$15K	Hold	430	–	–	0.02%	127
2022 Q1	$17K	Hold	430	–	–	0.02%	127
2021 Q4	$19K	Hold	430	–	–	0.02%	121
2021 Q3	$16K	Hold	430	–	–	0.02%	123
2021 Q2	$16K	Hold	430	–	–	0.02%	122
2021 Q1	$14K	Hold	430	–	–	0.02%	129
2020 Q4	$13K	Buy	+430	New	+$12.4K	0.04%	122

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

AAMU

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

Sage Private Wealth Group's INVH Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Invitation Homes (INVH) in Q4 2022, closing a stake of 430 shares — an estimated $15K sold.

Sage Private Wealth Group first reported a position in INVH in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 464 funds tracked by Wall St. Rank hold INVH as of Q4 2022.

Sage Private Wealth Group reported no remaining Invitation Homes position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 430 Invitation Homes shares in Q4 2022, an estimated $15K.
Sage Private Wealth Group first reported a position in Invitation Homes in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Invitation Homes position peaked at $19K in Q4 2021.
464 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.