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Wealth Quarterback’s Invitation Homes INVH Stock Holding History

Wealth Quarterback’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
Q3 		$25K Buy
643
+3
+0.5% +$120 0.02% 328
2021
Q2 		$24K Buy
+640
New +$22.6K 0.01% 321
2020
Q2 		– Sell
-1,202
Closed -$25.7K – 420
2020
Q1 		$25.7K Sell
1,202
-6,689
-85% -$189K 0.02% 303
2019
Q4 		$76.1K Buy
+7,891
New +$237K 0.07% 191

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
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Quarterback's INVH Position: Q3 2021 in Review

Wealth Quarterback increased its Invitation Homes (INVH) stake by 0.47% in Q3 2021, buying an estimated $120 and bringing the position to 643 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #328.

Wealth Quarterback first reported a position in INVH in Q4 2019 and has held it in 4 quarters since. The position peaked at $76.1K in Q4 2019. 447 funds tracked by Wall St. Rank hold INVH as of Q3 2021.

  • Wealth Quarterback held 643 shares of Invitation Homes worth $25K as of Q3 2021.
  • Wealth Quarterback bought 3 Invitation Homes shares in Q3 2021, an estimated $120.
  • Invitation Homes made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #328 holding.
  • Wealth Quarterback first reported a position in Invitation Homes in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invitation Homes position peaked at $76.1K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.