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Wealth Alliance’s Invitation Homes INVH Stock Holding History

Wealth Alliance’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
-7,378
Closed -$260K – 521
2024
Q3 		$260K Sell
7,378
-325
-4% -$11.6K 0.03% 433
2024
Q2 		$276K Buy
7,703
+244
+3% +$8.48K 0.04% 405
2024
Q1 		$266K Buy
7,459
+65
+0.9% +$2.2K 0.03% 429
2023
Q4 		$252K Buy
7,394
+610
+9% +$19.9K 0.04% 434
2023
Q3 		$215K Sell
6,784
-228
-3% -$7.83K 0.03% 445
2023
Q2 		$241K Buy
7,012
+518
+8% +$17.3K 0.04% 435
2023
Q1 		$203K Buy
+6,494
New +$203K 0.03% 478

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 $3.37T AUM 44.26% 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

Wealth Alliance's INVH Position: Q4 2024 in Review

Wealth Alliance sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 7,378 shares — an estimated $260K sold.

Wealth Alliance first reported a position in INVH in Q1 2023 and held it in 7 quarters. The position peaked at $276K in Q2 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • Wealth Alliance reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 7,378 Invitation Homes shares in Q4 2024, an estimated $260K.
  • Wealth Alliance first reported a position in Invitation Homes in Q1 2023 and held it in 7 quarters.
  • Wealth Alliance's Invitation Homes position peaked at $276K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.