Sierra Ocean’s Invitation Homes INVH Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-346	Closed	-$11.3K	–	481
2025 Q2	$11.3K	Buy	346 +32	+10%	+$1.07K	0.01%	422
2025 Q1	$10.9K	Hold	314	–	–	0.01%	421
2024 Q4	$10K	Buy	+314	New	+$10.5K	0.01%	432

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sierra Ocean's INVH Position: Q3 2025 in Review

Sierra Ocean sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 346 shares — an estimated $11.3K sold.

Sierra Ocean first reported a position in INVH in Q4 2024 and held it in 3 quarters. The position peaked at $11.3K in Q2 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

Sierra Ocean reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 346 Invitation Homes shares in Q3 2025, an estimated $11.3K.
Sierra Ocean first reported a position in Invitation Homes in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Invitation Homes position peaked at $11.3K in Q2 2025.
570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.