Capstone Investment Advisors
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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
-38,400
Closed -$1.23M – 1613
2024
Q4 		$1.23M Hold
38,400
– – ﹤0.01% 995
2024
Q3 		$1.35M Sell
38,400
-200
-0.5% -$7.16K ﹤0.01% 865
2024
Q2 		$1.39M Sell
38,600
-700
-2% -$24.3K ﹤0.01% 855
2024
Q1 		$1.4M Sell
39,300
-52,100
-57% -$1.76M 0.01% 962
2023
Q4 		$3.12M Buy
91,400
+5,300
+6% +$172K 0.01% 671
2023
Q3 		$2.73M Buy
86,100
+20,300
+31% +$697K 0.01% 617
2023
Q2 		$2.26M Buy
65,800
+9,700
+17% +$324K 0.01% 605
2023
Q1 		$1.75M Buy
56,100
+39,000
+228% +$1.22M 0.01% 634
2022
Q4 		$507K Buy
+17,100
New +$542K ﹤0.01% 1113

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.