Sheaff Brock Investment Advisors’s Invitation Homes INVH Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$1.23M	Sell	35,348 -81	-0.2%	-$2.62K	0.11%	154
2024 Q4	$1.13M	Buy	35,429 +408	+1%	+$13.6K	0.1%	155
2024 Q3	$1.23M	Sell	35,021 -358	-1%	-$12.8K	0.11%	151
2024 Q2	$1.27M	Sell	35,379 -2,973	-8%	-$103K	0.12%	141
2024 Q1	$1.37M	Sell	38,352 -639	-2%	-$21.6K	0.09%	146
2023 Q4	$1.33M	Buy	+38,991	New	+$1.27M	0.1%	140

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sheaff Brock Investment Advisors's INVH Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Invitation Homes (INVH) stake by 0.23% in Q1 2025, selling an estimated $2.62K and leaving 35,348 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #154.

Sheaff Brock Investment Advisors first reported a position in INVH in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.37M in Q1 2024. 536 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

Sheaff Brock Investment Advisors held 35,348 shares of Invitation Homes worth $1.23M as of Q1 2025.
Sheaff Brock Investment Advisors sold 81 Invitation Homes shares in Q1 2025, an estimated $2.62K.
Invitation Homes made up 0.11% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #154 holding.
Sheaff Brock Investment Advisors first reported a position in Invitation Homes in Q4 2023 and has held it in 6 quarters since.
Sheaff Brock Investment Advisors's Invitation Homes position peaked at $1.37M in Q1 2024.
536 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.