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Waratah Capital Advisors’s Invitation Homes INVH Stock Holding History

Waratah Capital 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
2022
Q4 		– Sell
-31,879
Closed -$1.08M – 208
2022
Q3 		$1.08M Buy
31,879
+2,640
+9% +$97.9K 0.02% 148
2022
Q2 		$1.04M Sell
29,239
-2,043
-7% -$77.9K 0.02% 140
2022
Q1 		$1.26M Sell
31,282
-111,548
-78% -$4.57M 0.02% 148
2021
Q4 		$6.48M Sell
142,830
-2,518
-2% -$104K 0.11% 93
2021
Q3 		$5.57M Buy
145,348
+95,157
+190% +$3.81M 0.08% 100
2021
Q2 		$1.87M Buy
+50,191
New +$1.77M 0.03% 129
2017
Q3 		– Sell
-35,887
Closed -$776K – 163
2017
Q2 		$776K Sell
35,887
-92,662
-72% -$2M 0.11% 131
2017
Q1 		$2.81M Buy
+128,549
New +$2.74M 0.37% 57

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Waratah Capital Advisors's INVH Position: Q4 2022 in Review

Waratah Capital Advisors sold out of Invitation Homes (INVH) in Q4 2022, closing a stake of 31,879 shares — an estimated $1.08M sold.

Waratah Capital Advisors first reported a position in INVH in Q1 2017 and held it in 8 quarters. The position peaked at $6.48M in Q4 2021. 464 funds tracked by Wall St. Rank hold INVH as of Q4 2022.

  • Waratah Capital Advisors reported no remaining Invitation Homes position as of Q4 2022 after selling out during the quarter.
  • Waratah Capital Advisors sold 31,879 Invitation Homes shares in Q4 2022, an estimated $1.08M.
  • Waratah Capital Advisors first reported a position in Invitation Homes in Q1 2017 and held it in 8 quarters.
  • Waratah Capital Advisors's Invitation Homes position peaked at $6.48M in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2022.

Based on Waratah Capital Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.