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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
2025
Q1 		– Sell
-340,700
Closed -$10.9M – 1782
2024
Q4 		$10.9M Hold
340,700
– – 0.1% 174
2024
Q3 		$12M Buy
+340,700
New +$12.2M 0.19% 126
2022
Q2 		– Sell
-323,600
Closed -$13M – 1626
2022
Q1 		$13M Buy
+323,600
New +$13.2M 0.16% 155
2018
Q4 		– Sell
-50,000
Closed -$1.15M – 536
2018
Q3 		$1.15M Buy
+50,000
New +$1.16M 0.06% 324

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.