Morton Capital Management’s Invitation Homes INVH Stock Holding History

Morton Capital 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
2026 Q2	$230K	Buy	+7,609	New	+$215K	0.03%	145
2026 Q1	–	Sell	-7,609	Closed	-$211K	–	143
2025 Q4	$211K	Hold	7,609	–	–	0.03%	126
2025 Q3	$223K	Hold	7,609	–	–	0.04%	119
2025 Q2	$250K	Hold	7,609	–	–	0.04%	103
2025 Q1	$265K	Hold	7,609	–	–	0.05%	93
2024 Q4	$243K	Hold	7,609	–	–	0.05%	98
2024 Q3	$268K	Hold	7,609	–	–	0.05%	87
2024 Q2	$273K	Hold	7,609	–	–	0.06%	80
2024 Q1	$271K	Hold	7,609	–	–	0.07%	83
2023 Q4	$260K	Buy	7,609 +53	+0.7%	+$1.73K	0.08%	82
2023 Q3	$239K	Hold	7,556	–	–	0.08%	79
2023 Q2	$260K	Hold	7,556	–	–	0.09%	77
2023 Q1	$236K	Buy	+7,556	New	+$237K	0.08%	79

Other funds holding INVH

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Morton Capital Management's INVH Position: Q2 2026 in Review

Morton Capital Management opened a new position in Invitation Homes (INVH) in Q2 2026: 7,609 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings. This is a return to the name: Morton Capital Management previously reported a position in INVH as recently as Q4 2025.

Morton Capital Management first reported a position in INVH in Q1 2023 and has held it in 13 quarters since. The position peaked at $273K in Q2 2024. 108 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

Morton Capital Management held 7,609 shares of Invitation Homes worth $230K as of Q2 2026.
Invitation Homes was a new Morton Capital Management position in Q2 2026.
Invitation Homes made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #145 holding.
Morton Capital Management first reported a position in Invitation Homes in Q1 2023 and has held it in 13 quarters since.
Morton Capital Management's Invitation Homes position peaked at $273K in Q2 2024.
108 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.