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Venturi Wealth Management’s Invitation Homes INVH Stock Holding History

Venturi Wealth Management’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
Q4 		– Sell
-37
Closed -$1.3K – 1990
2024
Q3 		$1.3K Sell
37
-268
-88% -$9.59K ﹤0.01% 1740
2024
Q2 		$10.9K Buy
305
+219
+255% +$7.61K ﹤0.01% 1083
2024
Q1 		$3.06K Hold
86
– – ﹤0.01% 1174
2023
Q4 		$2.93K Buy
86
+4
+5% +$130 ﹤0.01% 1130
2023
Q3 		$2.6K Buy
82
+67
+447% +$2.3K ﹤0.01% 1118
2023
Q2 		$516 Buy
+15
New +$501 ﹤0.01% 1075

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Venturi Wealth Management's INVH Position: Q4 2024 in Review

Venturi Wealth Management sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 37 shares — an estimated $1.3K sold.

Venturi Wealth Management first reported a position in INVH in Q2 2023 and held it in 6 quarters. The position peaked at $10.9K in Q2 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • Venturi Wealth Management reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 37 Invitation Homes shares in Q4 2024, an estimated $1.3K.
  • Venturi Wealth Management first reported a position in Invitation Homes in Q2 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Invitation Homes position peaked at $10.9K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.