UBS Group
INVH icon

UBS Group’s Invitation Homes INVH Stock Holding History

UBS Group’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
Q1 		– Sell
-11,200
Closed -$358K – 10464
2024
Q4 		$358K Buy
11,200
+2,800
+33% +$93.5K ﹤0.01% 6073
2024
Q3 		$296K Buy
+8,400
New +$301K ﹤0.01% 5579
2023
Q4 		– Sell
-50,000
Closed -$1.58M – 9587
2023
Q3 		$1.58M Hold
50,000
– – ﹤0.01% 3677
2023
Q2 		$1.72M Sell
50,000
-26,900
-35% -$899K ﹤0.01% 3681
2023
Q1 		$2.4M Buy
+76,900
New +$2.41M ﹤0.01% 3233
2018
Q3 		– Sell
-9,200
Closed -$212K – 8107
2018
Q2 		$212K Buy
+9,200
New +$208K ﹤0.01% 4897
2018
Q1 		– Sell
-8,400
Closed -$198K – 7988
2017
Q4 		$198K Buy
+8,400
New +$194K ﹤0.01% 4905

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 $3.37T AUM 44.26% 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

UBS Group's INVH Position: Q2 2026 in Review

UBS Group reduced its Invitation Homes (INVH) stake by 77% in Q2 2026, selling an estimated $97.4M and leaving 1,056,854 shares worth $31.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

UBS Group first reported a position in INVH in Q1 2017 and has held it in 38 quarters since. The position peaked at $146M in Q3 2025. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • UBS Group held 1,056,854 shares of Invitation Homes worth $31.9M as of Q2 2026.
  • UBS Group sold 3,444,354 Invitation Homes shares in Q2 2026, an estimated $97.4M.
  • Invitation Homes made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2208 holding.
  • UBS Group first reported a position in Invitation Homes in Q1 2017 and has held it in 38 quarters since.
  • UBS Group's Invitation Homes position peaked at $146M in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.