True North Advisors’s Invitation Homes INVH Stock Holding History

True North Advisors’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 Q3	–	Sell	-8,330	Closed	-$287K	–	203
2023 Q2	$287K	Buy	+8,330	New	+$278K	0.08%	169

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

True North Advisors's INVH Position: Q3 2023 in Review

True North Advisors sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 8,330 shares — an estimated $287K sold.

True North Advisors first reported a position in INVH in Q2 2023 and held it in 1 quarter. The position peaked at $287K in Q2 2023. 485 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

True North Advisors reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
True North Advisors sold 8,330 Invitation Homes shares in Q3 2023, an estimated $287K.
True North Advisors first reported a position in Invitation Homes in Q2 2023 and held it in 1 quarter.
True North Advisors's Invitation Homes position peaked at $287K in Q2 2023.
485 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on True North Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.