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Capital Advisors Ltd’s Invitation Homes INVH Stock Holding History

Capital Advisors Ltd’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
2025
Q2 		– Sell
-347
Closed -$12K – 1478
2025
Q1 		$12K Buy
+347
New +$11.2K ﹤0.01% 726
2024
Q4 		– Sell
-390
Closed -$14K – 1472
2024
Q3 		$14K Hold
390
– – ﹤0.01% 698
2024
Q2 		$14K Buy
390
+311
+394% +$10.8K ﹤0.01% 672
2024
Q1 		$3K Buy
79
+15
+23% +$508 ﹤0.01% 975
2023
Q4 		$2K Buy
+64
New +$2.08K ﹤0.01% 1028
2023
Q1 		– Sell
-17
Closed -$1K – 1367
2022
Q4 		$1K Sell
17
-59
-78% -$1.87K ﹤0.01% 1019
2022
Q3 		$3K Buy
76
+47
+162% +$1.74K ﹤0.01% 748
2022
Q2 		$1K Buy
+29
New +$1.11K ﹤0.01% 807

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Capital Advisors Ltd's INVH Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 347 shares — an estimated $12K sold.

Capital Advisors Ltd first reported a position in INVH in Q2 2022 and held it in 8 quarters. The position peaked at $14K in Q3 2024. 574 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 347 Invitation Homes shares in Q2 2025, an estimated $12K.
  • Capital Advisors Ltd first reported a position in Invitation Homes in Q2 2022 and held it in 8 quarters.
  • Capital Advisors Ltd's Invitation Homes position peaked at $14K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.