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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group's INVH Position: Q1 2026 in Review

UBS Group increased its Invitation Homes (INVH) stake by 30% in Q1 2026, buying an estimated $27.3M and bringing the position to 4,501,208 shares worth $112M. The position accounts for 0.02% of the portfolio, ranked #965.

UBS Group first reported a position in INVH in Q1 2017 and has held it in 37 quarters since. The position peaked at $146M in Q3 2025. 583 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • UBS Group held 4,501,208 shares of Invitation Homes worth $112M as of Q1 2026.
  • UBS Group bought 1,040,794 Invitation Homes shares in Q1 2026, an estimated $27.3M.
  • Invitation Homes made up 0.02% of UBS Group's portfolio in Q1 2026, its #965 holding.
  • UBS Group first reported a position in Invitation Homes in Q1 2017 and has held it in 37 quarters since.
  • UBS Group's Invitation Homes position peaked at $146M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.