Wellington Management Group
INVH icon

Wellington Management Group’s Invitation Homes INVH Stock Holding History

Wellington Management 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
Q4 		– Sell
-72,419
Closed -$2.12M – 1996
2025
Q3 		$2.12M Buy
72,419
+5,497
+8% +$169K ﹤0.01% 1619
2025
Q2 		$2.2M Buy
66,922
+2,400
+4% +$80.6K ﹤0.01% 1559
2025
Q1 		$2.25M Buy
64,522
+10,525
+19% +$340K ﹤0.01% 1530
2024
Q4 		$1.73M Buy
53,997
+2,089
+4% +$69.7K ﹤0.01% 1604
2024
Q3 		$1.83M Buy
51,908
+2,877
+6% +$103K ﹤0.01% 1562
2024
Q2 		$1.76M Buy
49,031
+4,471
+10% +$155K ﹤0.01% 1549
2024
Q1 		$1.59M Buy
44,560
+2,219
+5% +$75.1K ﹤0.01% 1579
2023
Q4 		$1.44M Buy
42,341
+386
+0.9% +$12.6K ﹤0.01% 1548
2023
Q3 		$1.33M Buy
41,955
+19,516
+87% +$671K ﹤0.01% 1553
2023
Q2 		$772K Buy
22,439
+12,073
+116% +$403K ﹤0.01% 1636
2023
Q1 		$324K Buy
+10,366
New +$325K ﹤0.01% 1913
2022
Q1 		– Sell
-4,669,840
Closed -$212M – 2158
2021
Q4 		$212M Sell
4,669,840
-292,818
-6% -$12.1M 0.03% 426
2021
Q3 		$190M Buy
4,962,658
+950,780
+24% +$38.1M 0.03% 450
2021
Q2 		$150M Buy
4,011,878
+3,718,862
+1,269% +$131M 0.02% 520
2021
Q1 		$9.37M Buy
293,016
+32,220
+12% +$966K ﹤0.01% 1257
2020
Q4 		$7.75M Buy
260,796
+15,573
+6% +$448K ﹤0.01% 1237
2020
Q3 		$6.86M Buy
245,223
+206,379
+531% +$5.88M ﹤0.01% 1197
2020
Q2 		$1.07M Buy
+38,844
New +$973K ﹤0.01% 1482
2019
Q1 		– Sell
-184,908
Closed -$3.71M – 2076
2018
Q4 		$3.71M Sell
184,908
-838,264
-82% -$17.9M ﹤0.01% 1462
2018
Q3 		$23.4M Sell
1,023,172
-6,113,475
-86% -$142M ﹤0.01% 1028
2018
Q2 		$165M Sell
7,136,647
-1,681,979
-19% -$38.1M 0.04% 426
2018
Q1 		$201M Buy
8,818,626
+1,138,193
+15% +$25.3M 0.05% 378
2017
Q4 		$181M Buy
7,680,433
+5,458,957
+246% +$126M 0.04% 390
2017
Q3 		$50.3M Buy
2,221,476
+927,263
+72% +$20.6M 0.01% 751
2017
Q2 		$28M Sell
1,294,213
-3,217
-0.2% -$69.3K 0.01% 919
2017
Q1 		$28.3M Buy
+1,297,430
New +$27.7M 0.01% 912

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group's INVH Position: Q4 2025 in Review

Wellington Management Group sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 72,419 shares — an estimated $2.12M sold.

Wellington Management Group first reported a position in INVH in Q1 2017 and held it in 26 quarters. The position peaked at $212M in Q4 2021. 591 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Wellington Management Group reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 72,419 Invitation Homes shares in Q4 2025, an estimated $2.12M.
  • Wellington Management Group first reported a position in Invitation Homes in Q1 2017 and held it in 26 quarters.
  • Wellington Management Group's Invitation Homes position peaked at $212M in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.