Ted Buchan & Co’s Invitation Homes INVH Stock Holding History

Ted Buchan & Co’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
2023 Q2	–	Sell	-7,152	Closed	-$223K	–	87
2023 Q1	$223K	Sell	7,152 -1,221	-15%	-$38.3K	0.19%	75
2022 Q4	$248K	Buy	+8,373	New	+$265K	0.23%	64

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ted Buchan & Co's INVH Position: Q2 2023 in Review

Ted Buchan & Co sold out of Invitation Homes (INVH) in Q2 2023, closing a stake of 7,152 shares — an estimated $223K sold.

Ted Buchan & Co first reported a position in INVH in Q4 2022 and held it in 2 quarters. The position peaked at $248K in Q4 2022. 499 funds tracked by Wall St. Rank hold INVH as of Q2 2023.

Ted Buchan & Co reported no remaining Invitation Homes position as of Q2 2023 after selling out during the quarter.
Ted Buchan & Co sold 7,152 Invitation Homes shares in Q2 2023, an estimated $223K.
Ted Buchan & Co first reported a position in Invitation Homes in Q4 2022 and held it in 2 quarters.
Ted Buchan & Co's Invitation Homes position peaked at $248K in Q4 2022.
499 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2023.

Based on Ted Buchan & Co's 13F filing for Q2 2023, filed 6 Sep 2024.