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Shell Asset Management’s Invitation Homes INVH Stock Holding History

Shell 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
2025
Q3 		$1.31M Sell
44,523
-24,811
-36% -$765K 0.13% 173
2025
Q2 		$2.27M Buy
69,334
+37,550
+118% +$1.26M 0.08% 245
2025
Q1 		$1.11M Hold
31,784
– – 0.05% 279
2024
Q4 		$1.02M Sell
31,784
-1,742
-5% -$58.2K 0.04% 311
2024
Q3 		$1.18M Buy
+33,526
New +$1.2M 0.05% 278
2024
Q1 		$1.17M Sell
32,595
-25,071
-43% -$848K 0.05% 278
2023
Q4 		$1.97M Sell
57,666
-15,615
-21% -$508K 0.09% 222
2023
Q3 		$2.32M Sell
73,281
-1,180
-2% -$40.5K 0.1% 210
2023
Q2 		$2.56M Sell
74,461
-571
-0.8% -$19.1K 0.1% 206
2023
Q1 		$2.34M Sell
75,032
-289
-0.4% -$9.06K 0.1% 213
2022
Q4 		$2.23M Sell
75,321
-3,335
-4% -$106K 0.1% 219
2022
Q3 		$2.66M Sell
78,656
-18,556
-19% -$688K 0.1% 201
2022
Q2 		$3.46M Buy
97,212
+4,940
+5% +$188K 0.1% 206
2022
Q1 		$3.71M Buy
92,272
+2,272
+3% +$93K 0.09% 225
2021
Q4 		$4.08M Buy
90,000
+60,018
+200% +$2.48M 0.08% 236
2021
Q3 		$1.15M Sell
29,982
-1,359
-4% -$54.5K 0.03% 463
2021
Q2 		$1.17M Sell
31,341
-6,615
-17% -$234K 0.02% 504
2021
Q1 		$1.21M Sell
37,956
-44,836
-54% -$1.34M 0.02% 471
2020
Q4 		$2.46M Buy
82,792
+14,021
+20% +$404K 0.05% 356
2020
Q3 		$1.93M Sell
68,771
-4,149
-6% -$118K 0.04% 347
2020
Q2 		$2.01M Buy
72,920
+55,586
+321% +$1.39M 0.05% 321
2020
Q1 		$370K Sell
17,334
-87
-0.5% -$2.46K 0.01% 788
2019
Q4 		$522K Sell
17,421
-22,949
-57% -$688K 0.01% 873
2019
Q3 		$1.2M Buy
40,370
+21,380
+113% +$602K 0.03% 469
2019
Q2 		$508K Sell
18,990
-968
-5% -$24.7K 0.01% 912
2019
Q1 		$486K Sell
19,958
-6,565
-25% -$148K 0.01% 922
2018
Q4 		$533K Sell
26,523
-9,728
-27% -$208K 0.01% 821
2018
Q3 		$831K Sell
36,251
-12,512
-26% -$291K 0.02% 765
2018
Q2 		$1.12M Buy
48,763
+24,651
+102% +$558K 0.02% 619
2018
Q1 		$550K Sell
24,112
-1,489
-6% -$33K 0.01% 888
2017
Q4 		$603K Buy
+25,601
New +$593K 0.01% 853

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shell Asset Management's INVH Position: Q3 2025 in Review

Shell Asset Management reduced its Invitation Homes (INVH) stake by 36% in Q3 2025, selling an estimated $765K and leaving 44,523 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #173.

Shell Asset Management first reported a position in INVH in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.08M in Q4 2021. 571 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Shell Asset Management held 44,523 shares of Invitation Homes worth $1.31M as of Q3 2025.
  • Shell Asset Management sold 24,811 Invitation Homes shares in Q3 2025, an estimated $765K.
  • Invitation Homes made up 0.13% of Shell Asset Management's portfolio in Q3 2025, its #173 holding.
  • Shell Asset Management first reported a position in Invitation Homes in Q4 2017 and has held it in 31 quarters since.
  • Shell Asset Management's Invitation Homes position peaked at $4.08M in Q4 2021.
  • 571 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.