WestEnd Advisors’s Invitation Homes INVH Stock Holding History

WestEnd 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
2024 Q4	–	Sell	-4	Closed	-$141	–	381
2024 Q3	$141	Buy	+4	New	+$143	﹤0.01%	332

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WestEnd Advisors's INVH Position: Q4 2024 in Review

WestEnd Advisors sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 4 shares — an estimated $141 sold.

WestEnd Advisors first reported a position in INVH in Q3 2024 and held it in 1 quarter. The position peaked at $141 in Q3 2024. 525 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

WestEnd Advisors reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
WestEnd Advisors sold 4 Invitation Homes shares in Q4 2024, an estimated $141.
WestEnd Advisors first reported a position in Invitation Homes in Q3 2024 and held it in 1 quarter.
WestEnd Advisors's Invitation Homes position peaked at $141 in Q3 2024.
525 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on WestEnd Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.