Capstone Investment Advisors
INVH icon

Capstone Investment Advisors’s Invitation Homes INVH Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-19,200
Closed -$614K – 1611
2024
Q4 		$614K Buy
19,200
+2,900
+18% +$96.8K ﹤0.01% 1240
2024
Q3 		$575K Buy
16,300
+2,700
+20% +$96.6K ﹤0.01% 1170
2024
Q2 		$488K Sell
13,600
-1,000
-7% -$34.8K ﹤0.01% 1323
2024
Q1 		$520K Sell
14,600
-12,400
-46% -$420K ﹤0.01% 1535
2023
Q4 		$921K Buy
27,000
+9,100
+51% +$296K ﹤0.01% 1081
2023
Q3 		$567K Buy
17,900
+6,200
+53% +$213K ﹤0.01% 1252
2023
Q2 		$402K Buy
11,700
+700
+6% +$23.4K ﹤0.01% 1250
2023
Q1 		$344K Buy
11,000
+9,800
+817% +$307K ﹤0.01% 1134
2022
Q4 		$35.6K Buy
+1,200
New +$38K ﹤0.01% 1463

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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capstone Investment Advisors's INVH Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Invitation Homes (INVH) in Q1 2025, closing a stake of 22,082 shares — an estimated $706K sold.

Capstone Investment Advisors first reported a position in INVH in Q4 2022 and held it in 8 quarters. The position peaked at $706K in Q4 2024. 537 funds tracked by Wall St. Rank hold INVH as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Invitation Homes position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 22,082 Invitation Homes shares in Q1 2025, an estimated $706K.
  • Capstone Investment Advisors first reported a position in Invitation Homes in Q4 2022 and held it in 8 quarters.
  • Capstone Investment Advisors's Invitation Homes position peaked at $706K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.