OSAM
INVH icon

O'Shaughnessy Asset Management’s Invitation Homes INVH Stock Holding History

O'Shaughnessy Asset 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 		$2.26M Buy
74,645
+34,764
+87% +$983K 0.01% 866
2026
Q1 		$991K Buy
39,881
+6,255
+19% +$164K ﹤0.01% 1193
2025
Q4 		$934K Buy
33,626
+4,820
+17% +$135K 0.01% 1180
2025
Q3 		$845K Buy
28,806
+1,323
+5% +$40.8K 0.01% 1205
2025
Q2 		$901K Buy
27,483
+1,734
+7% +$58.2K 0.01% 1103
2025
Q1 		$897K Buy
25,749
+1,972
+8% +$63.7K 0.01% 1039
2024
Q4 		$760K Sell
23,777
-7,526
-24% -$251K 0.01% 1091
2024
Q3 		$1.06M Sell
31,303
-4,280
-12% -$153K 0.01% 882
2024
Q2 		$1.28M Buy
35,583
+971
+3% +$33.7K 0.01% 749
2024
Q1 		$1.23M Buy
34,612
+3,295
+11% +$112K 0.01% 743
2023
Q4 		$1.07M Buy
31,317
+8,070
+35% +$263K 0.01% 726
2023
Q3 		$737K Buy
23,247
+3,629
+18% +$125K 0.01% 785
2023
Q2 		$675K Buy
19,618
+2,312
+13% +$77.3K 0.01% 776
2023
Q1 		$540K Buy
17,306
+1,834
+12% +$57.5K 0.01% 836
2022
Q4 		$459K Sell
15,472
-4,233
-21% -$134K 0.01% 822
2022
Q3 		$665K Sell
19,705
-2,870
-13% -$106K 0.01% 649
2022
Q2 		$803K Buy
22,575
+5,763
+34% +$220K 0.01% 577
2022
Q1 		$676K Buy
16,812
+428
+3% +$17.5K 0.01% 638
2021
Q4 		$743K Sell
16,384
-15
-0.1% -$620 0.01% 589
2021
Q3 		$629K Buy
16,399
+1,509
+10% +$60.5K 0.01% 596
2021
Q2 		$555K Buy
14,890
+343
+2% +$12.1K 0.01% 618
2021
Q1 		$465K Buy
14,547
+8
+0.1% +$240 0.01% 633
2020
Q4 		$432K Sell
14,539
-6,158
-30% -$177K 0.01% 560
2020
Q3 		$579K Buy
20,697
+2,588
+14% +$73.8K 0.02% 412
2020
Q2 		$499K Buy
18,109
+16,815
+1,299% +$421K 0.02% 402
2020
Q1 		$28K Sell
1,294
-23,630
-95% -$669K ﹤0.01% 883
2019
Q4 		$747K Buy
24,924
+24,834
+27,593% +$744K 0.02% 330
2019
Q3 		$3K Buy
+90
New +$2.53K ﹤0.01% 835

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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

O'Shaughnessy Asset Management's INVH Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Invitation Homes (INVH) stake by 87% in Q2 2026, buying an estimated $983K and bringing the position to 74,645 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #866.

O'Shaughnessy Asset Management first reported a position in INVH in Q3 2019 and has held it in 28 quarters since. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • O'Shaughnessy Asset Management held 74,645 shares of Invitation Homes worth $2.26M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 34,764 Invitation Homes shares in Q2 2026, an estimated $983K.
  • Invitation Homes made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #866 holding.
  • O'Shaughnessy Asset Management first reported a position in Invitation Homes in Q3 2019 and has held it in 28 quarters since.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.