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Synergy Asset Management’s Invitation Homes INVH Stock Holding History

Synergy Asset Management’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 		– Sell
-147
Closed -$5.18K – 444
2024
Q4 		$5.18K Buy
+147
New +$4.91K ﹤0.01% 566

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Synergy Asset Management's INVH Position: Q1 2025 in Review

Synergy Asset Management sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 147 shares — an estimated $5.18K sold.

Synergy Asset Management first reported a position in INVH in Q4 2024 and held it in 1 quarter. The position peaked at $5.18K in Q4 2024. 537 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

  • Synergy Asset Management reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 147 Invitation Homes shares in Q1 2025, an estimated $5.18K.
  • Synergy Asset Management first reported a position in Invitation Homes in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Invitation Homes position peaked at $5.18K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.