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Whalen Wealth Management’s Invitation Homes INVH Stock Holding History

Whalen Wealth 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
Q3 		– Sell
-13,140
Closed -$472K – 128
2024
Q2 		$472K Buy
+13,140
New +$457K 0.37% 57

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

Whalen Wealth Management's INVH Position: Q3 2024 in Review

Whalen Wealth Management sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 13,140 shares — an estimated $472K sold.

Whalen Wealth Management first reported a position in INVH in Q2 2024 and held it in 1 quarter. The position peaked at $472K in Q2 2024. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • Whalen Wealth Management reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 13,140 Invitation Homes shares in Q3 2024, an estimated $472K.
  • Whalen Wealth Management first reported a position in Invitation Homes in Q2 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Invitation Homes position peaked at $472K in Q2 2024.
  • 541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Whalen Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.