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Westover Capital Advisors’s Invitation Homes INVH Stock Holding History

Westover 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
2024
Q4 		– Sell
-10,566
Closed -$373K – 246
2024
Q3 		$373K Buy
+10,566
New +$378K 0.07% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westover Capital Advisors's INVH Position: Q4 2024 in Review

Westover Capital Advisors sold out of Invitation Homes (INVH) in Q4 2024, closing a stake of 10,566 shares — an estimated $373K sold.

Westover Capital Advisors first reported a position in INVH in Q3 2024 and held it in 1 quarter. The position peaked at $373K in Q3 2024. 525 funds tracked by Wall St. Rank hold INVH as of Q4 2024.

  • Westover Capital Advisors reported no remaining Invitation Homes position as of Q4 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 10,566 Invitation Homes shares in Q4 2024, an estimated $373K.
  • Westover Capital Advisors first reported a position in Invitation Homes in Q3 2024 and held it in 1 quarter.
  • Westover Capital Advisors's Invitation Homes position peaked at $373K in Q3 2024.
  • 525 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2024.

Based on Westover Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.