TFO Wealth Partners’s Invitation Homes INVH Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-827	Closed	-$28.4K	–	1011
2023 Q3	$28.4K	Hold	827	–	–	0.01%	119
2023 Q2	$28.4K	Buy	+827	New	+$27.6K	0.01%	108

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TFO Wealth Partners's INVH Position: Q4 2023 in Review

TFO Wealth Partners sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 827 shares — an estimated $28.4K sold.

TFO Wealth Partners first reported a position in INVH in Q2 2023 and held it in 2 quarters. The position peaked at $28.4K in Q3 2023. 521 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

TFO Wealth Partners reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 827 Invitation Homes shares in Q4 2023, an estimated $28.4K.
TFO Wealth Partners first reported a position in Invitation Homes in Q2 2023 and held it in 2 quarters.
TFO Wealth Partners's Invitation Homes position peaked at $28.4K in Q3 2023.
521 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.