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Unique Wealth Strategies’s Invitation Homes INVH Stock Holding History

Unique Wealth Strategies’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
-20
Closed -$712 – 431
2024
Q2 		$712 Buy
+20
New +$695 ﹤0.01% 577

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's INVH Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 20 shares — an estimated $712 sold.

Unique Wealth Strategies first reported a position in INVH in Q2 2024 and held it in 1 quarter. The position peaked at $712 in Q2 2024. 540 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 20 Invitation Homes shares in Q3 2024, an estimated $712.
  • Unique Wealth Strategies first reported a position in Invitation Homes in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Invitation Homes position peaked at $712 in Q2 2024.
  • 540 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.