Smith Anglin Financial’s Invitation Homes INVH Stock Holding History

Smith Anglin Financial’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
2024 Q3	–	Sell	-5,984	Closed	-$215K	–	215
2024 Q2	$215K	Hold	5,984	–	–	0.02%	179
2024 Q1	$213K	Hold	5,984	–	–	0.02%	178
2023 Q4	$204K	Sell	5,984 -4,536	-43%	-$148K	0.02%	172
2023 Q3	$333K	Hold	10,520	–	–	0.04%	126
2023 Q2	$362K	Hold	10,520	–	–	0.04%	118
2023 Q1	$329K	Hold	10,520	–	–	0.05%	118
2022 Q4	$312K	Hold	10,520	–	–	0.06%	106
2022 Q3	$355K	Hold	10,520	–	–	0.07%	95
2022 Q2	$374K	Sell	10,520 -469	-4%	-$17.9K	0.11%	82
2022 Q1	$442K	Sell	10,989 -539	-5%	-$22.1K	0.1%	77
2021 Q4	$523K	Buy	11,528 +5,675	+97%	+$234K	0.09%	81
2021 Q3	$224K	Buy	+5,853	New	+$235K	0.04%	128

Other funds holding INVH

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smith Anglin Financial's INVH Position: Q3 2024 in Review

Smith Anglin Financial sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 5,984 shares — an estimated $215K sold.

Smith Anglin Financial first reported a position in INVH in Q3 2021 and held it in 12 quarters. The position peaked at $523K in Q4 2021. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

Smith Anglin Financial reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
Smith Anglin Financial sold 5,984 Invitation Homes shares in Q3 2024, an estimated $215K.
Smith Anglin Financial first reported a position in Invitation Homes in Q3 2021 and held it in 12 quarters.
Smith Anglin Financial's Invitation Homes position peaked at $523K in Q4 2021.
541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Smith Anglin Financial's 13F filing for Q3 2024, filed 7 Oct 2024.