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Ziegler Capital Management’s Invitation Homes INVH Stock Holding History

Ziegler 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
2023
Q1 		– Sell
-146,510
Closed -$4.34M – 409
2022
Q4 		$4.34M Buy
+146,510
New +$4.64M 0.18% 169

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Ziegler Capital Management's INVH Position: Q1 2023 in Review

Ziegler Capital Management sold out of Invitation Homes (INVH) in Q1 2023, closing a stake of 146,510 shares — an estimated $4.34M sold.

Ziegler Capital Management first reported a position in INVH in Q4 2022 and held it in 1 quarter. The position peaked at $4.34M in Q4 2022. 463 funds tracked by Wall St. Rank hold INVH as of Q1 2023.

  • Ziegler Capital Management reported no remaining Invitation Homes position as of Q1 2023 after selling out during the quarter.
  • Ziegler Capital Management sold 146,510 Invitation Homes shares in Q1 2023, an estimated $4.34M.
  • Ziegler Capital Management first reported a position in Invitation Homes in Q4 2022 and held it in 1 quarter.
  • Ziegler Capital Management's Invitation Homes position peaked at $4.34M in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2023.

Based on Ziegler Capital Management's 13F filing for Q1 2023, filed 4 May 2023.