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Wipfli Financial Advisors’s Invitation Homes INVH Stock Holding History

Wipfli Financial 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
2022
Q3 		$43K Buy
+1,277
New +$47.3K ﹤0.01% 1161

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wipfli Financial Advisors's INVH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invitation Homes (INVH) in Q3 2022: 1,277 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings.

480 funds tracked by Wall St. Rank hold INVH as of Q3 2022.

  • Wipfli Financial Advisors held 1,277 shares of Invitation Homes worth $43K as of Q3 2022.
  • Invitation Homes was a new Wipfli Financial Advisors position in Q3 2022.
  • Invitation Homes made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1161 holding.
  • 480 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.