OCM
INVH icon

Osterweis Capital Management’s Invitation Homes INVH Stock Holding History

Osterweis 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
2025
Q2 		– Sell
-20
Closed -$697 – 363
2025
Q1 		$697 Buy
+20
New +$646 ﹤0.01% 263

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Osterweis Capital Management's INVH Position: Q2 2025 in Review

Osterweis Capital Management sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 20 shares — an estimated $697 sold.

Osterweis Capital Management first reported a position in INVH in Q1 2025 and held it in 1 quarter. The position peaked at $697 in Q1 2025. 572 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

  • Osterweis Capital Management reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 20 Invitation Homes shares in Q2 2025, an estimated $697.
  • Osterweis Capital Management first reported a position in Invitation Homes in Q1 2025 and held it in 1 quarter.
  • Osterweis Capital Management's Invitation Homes position peaked at $697 in Q1 2025.
  • 572 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.