CM
INVH icon

Caption Management’s Invitation Homes INVH Stock Holding History

Caption Management’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
Q4 		– Sell
-40,000
Closed -$1.17M – 1823
2025
Q3 		$1.17M Buy
+40,000
New +$1.23M 0.01% 1050
2025
Q1 		– Sell
-161,323
Closed -$5.16M – 1781
2024
Q4 		$5.16M Buy
161,323
+11,323
+8% +$378K 0.05% 359
2024
Q3 		$5.29M Buy
+150,000
New +$5.37M 0.08% 283
2022
Q2 		– Sell
-70,000
Closed -$2.81M – 1625
2022
Q1 		$2.81M Buy
+70,000
New +$2.87M 0.03% 636

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caption Management's INVH Position: Q4 2025 in Review

Caption Management sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 40,000 shares — an estimated $1.17M sold.

Caption Management first reported a position in INVH in Q1 2022 and held it in 4 quarters. The position peaked at $5.29M in Q3 2024. 593 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Caption Management reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 40,000 Invitation Homes shares in Q4 2025, an estimated $1.17M.
  • Caption Management first reported a position in Invitation Homes in Q1 2022 and held it in 4 quarters.
  • Caption Management's Invitation Homes position peaked at $5.29M in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.