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INVH icon

Capital Square’s Invitation Homes INVH Stock Holding History

Capital Square’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
Q1 		$580K Buy
21,388
+6,223
+41% +$163K 0.27% 96
2025
Q4 		$421K Sell
15,165
-8,745
-37% -$244K 0.22% 107
2025
Q3 		$701K Sell
23,910
-237
-1% -$7.3K 0.36% 75
2025
Q2 		$781K Buy
24,147
+776
+3% +$26.1K 0.42% 72
2025
Q1 		$814K Sell
23,371
-400
-2% -$12.9K 0.48% 68
2024
Q4 		$725K Buy
23,771
+45
+0.2% +$1.5K 0.41% 83
2024
Q3 		$837K Buy
23,726
+308
+1% +$11K 0.51% 66
2024
Q2 		$850K Buy
23,418
+6,604
+39% +$230K 0.55% 57
2024
Q1 		$599K Buy
16,814
+2,322
+16% +$78.6K 0.42% 71
2023
Q4 		$494K Buy
+14,492
New +$472K 0.56% 54
2020
Q2 		– Sell
-988
Closed -$21K – 208
2020
Q1 		$21K Buy
+988
New +$28K 0.02% 290

Other funds holding INVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Square's INVH Position: Q1 2026 in Review

Capital Square increased its Invitation Homes (INVH) stake by 41% in Q1 2026, buying an estimated $163K and bringing the position to 21,388 shares worth $580K. The position accounts for 0.27% of the portfolio, ranked #96.

Capital Square first reported a position in INVH in Q1 2020 and has held it in 11 quarters since. The position peaked at $850K in Q2 2024. 583 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Capital Square held 21,388 shares of Invitation Homes worth $580K as of Q1 2026.
  • Capital Square bought 6,223 Invitation Homes shares in Q1 2026, an estimated $163K.
  • Invitation Homes made up 0.27% of Capital Square's portfolio in Q1 2026, its #96 holding.
  • Capital Square first reported a position in Invitation Homes in Q1 2020 and has held it in 11 quarters since.
  • Capital Square's Invitation Homes position peaked at $850K in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.