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United Asset Strategies’s Invitation Homes INVH Stock Holding History

United Asset 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
2021
Q1 		– Sell
-235,671
Closed -$7M – 224
2020
Q4 		$7M Buy
235,671
+14,570
+7% +$419K 1.1% 37
2020
Q3 		$6.19M Buy
+221,101
New +$6.3M 1.14% 32

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

United Asset Strategies's INVH Position: Q1 2021 in Review

United Asset Strategies sold out of Invitation Homes (INVH) in Q1 2021, closing a stake of 235,671 shares — an estimated $7M sold.

United Asset Strategies first reported a position in INVH in Q3 2020 and held it in 2 quarters. The position peaked at $7M in Q4 2020. 394 funds tracked by Wall St. Rank hold INVH as of Q1 2021.

  • United Asset Strategies reported no remaining Invitation Homes position as of Q1 2021 after selling out during the quarter.
  • United Asset Strategies sold 235,671 Invitation Homes shares in Q1 2021, an estimated $7M.
  • United Asset Strategies first reported a position in Invitation Homes in Q3 2020 and held it in 2 quarters.
  • United Asset Strategies's Invitation Homes position peaked at $7M in Q4 2020.
  • 394 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2021.

Based on United Asset Strategies's 13F filing for Q1 2021, filed 27 Apr 2021.