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Cape Investment Advisory’s Invitation Homes INVH Stock Holding History

Cape Investment Advisory’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
2026
Q2 		$453 Buy
+15
New +$424 ﹤0.01% 1395
2025
Q2 		– Sell
-3
Closed -$105 – 1209
2025
Q1 		$105 Hold
3
– – ﹤0.01% 1088
2024
Q4 		$96 Buy
+3
New +$100 ﹤0.01% 1105

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cape Investment Advisory's INVH Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invitation Homes (INVH) in Q2 2026: 15 shares worth $453. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in INVH as recently as Q1 2025.

Cape Investment Advisory first reported a position in INVH in Q4 2024 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Cape Investment Advisory held 15 shares of Invitation Homes worth $453 as of Q2 2026.
  • Invitation Homes was a new Cape Investment Advisory position in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1395 holding.
  • Cape Investment Advisory first reported a position in Invitation Homes in Q4 2024 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.