Long Pond Capital’s Invitation Homes INVH Stock Holding History

Long Pond Capital’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
2022 Q1	–	Sell	-1,561,681	Closed	-$70.8M	–	40
2021 Q4	$70.8M	Sell	1,561,681 -1,118,488	-42%	-$46.2M	2.53%	17
2021 Q3	$103M	Buy	2,680,169 +593,488	+28%	+$23.8M	3.76%	9
2021 Q2	$77.8M	Sell	2,086,681 -2,181,909	-51%	-$77.1M	2.7%	17
2021 Q1	$137M	Buy	+4,268,590	New	+$128M	4.66%	7
2020 Q3	–	Sell	-1,230,531	Closed	-$33.9M	–	44
2020 Q2	$33.9M	Buy	+1,230,531	New	+$30.8M	1.34%	27

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Long Pond Capital's INVH Position: Q1 2022 in Review

Long Pond Capital sold out of Invitation Homes (INVH) in Q1 2022, closing a stake of 1,561,681 shares — an estimated $70.8M sold.

Long Pond Capital first reported a position in INVH in Q2 2020 and held it in 5 quarters. The position peaked at $137M in Q1 2021. 484 funds tracked by Wall St. Rank hold INVH as of Q1 2022.

Long Pond Capital reported no remaining Invitation Homes position as of Q1 2022 after selling out during the quarter.
Long Pond Capital sold 1,561,681 Invitation Homes shares in Q1 2022, an estimated $70.8M.
Long Pond Capital first reported a position in Invitation Homes in Q2 2020 and held it in 5 quarters.
Long Pond Capital's Invitation Homes position peaked at $137M in Q1 2021.
484 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2022.

Based on Long Pond Capital's 13F filing for Q1 2022, filed 16 May 2022.