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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
2024
Q2 		– Sell
-57,900
Closed -$2.06M – 1332
2024
Q1 		$2.06M Buy
+57,900
New +$1.96M 0.03% 522
2023
Q3 		– Sell
-225,000
Closed -$7.74M – 1387
2023
Q2 		$7.74M Buy
+225,000
New +$7.52M 0.14% 188
2021
Q1 		– Sell
-127,500
Closed -$3.79M – 1225
2020
Q4 		$3.79M Buy
127,500
+77,500
+155% +$2.23M 0.09% 291
2020
Q3 		$1.4M Sell
50,000
-250,000
-83% -$7.13M 0.03% 538
2020
Q2 		$8.26M Buy
+300,000
New +$7.52M 0.28% 86

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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. 592 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.
  • 592 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.