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Westend Capital Management’s Invitation Homes INVH Stock Holding History

Westend Capital 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
-102
Closed -$3.6K – 241
2024
Q3 		$3.6K Hold
102
– – ﹤0.01% 191
2024
Q2 		$3.65K Hold
102
– – ﹤0.01% 165
2024
Q1 		$3.63K Buy
+102
New +$3.45K ﹤0.01% 192

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

Westend Capital Management's INVH Position: Q4 2024 in Review

Westend Capital Management sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 102 shares — an estimated $3.6K sold.

Westend Capital Management first reported a position in INVH in Q1 2024 and held it in 3 quarters. The position peaked at $3.65K in Q2 2024. 528 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • Westend Capital Management reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • Westend Capital Management sold 102 Invitation Homes shares in Q4 2024, an estimated $3.6K.
  • Westend Capital Management first reported a position in Invitation Homes in Q1 2024 and held it in 3 quarters.
  • Westend Capital Management's Invitation Homes position peaked at $3.65K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Westend Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.