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Invitation Homes
INVH

Overview Fund Activity

482 hedge funds and large institutions have $20B invested in Invitation Homes in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 196 increasing their positions, 164 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-14
Holders Change %
-2.82%
% of All Funds
7.68%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
45
Increased
196
Reduced
164
Closed
56
Calls
$39M
Puts
$25.2M
Net Calls
+$13.7M
Net Calls Change
-$29.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
$275M
2
Morgan Stanley
Morgan Stanley
New York
$285M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$193M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$391M
5
Barclays
Barclays
United Kingdom
$63.3M

Top Sellers

1
RC
Resolution Capital
Australia
$334M
2
CIM
Centersquare Investment Management
Pennsylvania
$242M
3
BlackRock
BlackRock
New York
$1.87B
4
Cohen & Steers
Cohen & Steers
New York
$2.52B
5
Deutsche Bank
Deutsche Bank
Germany
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
451
Missouri Trust & Investment Company
Missouri
$3.17K – – –
CG
452
Cutler Group
California
$3K – – –
BWL
453
Bogart Wealth LLC
Virginia
$2.79K +$32 +1 +1%
GRP
454
Global Retirement Partners
California
$2.75K +$663 +21 +32%
VWM
455
Venturi Wealth Management
Texas
$2.6K +$2.12K +67 +447%
PWMG
456
Prestige Wealth Management Group
New Jersey
$2.41K – – –
CPG
457
Cornerstone Planning Group
New Jersey
$2.04K – – –
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
$2K – – –
VNA
459
Valley National Advisers
Pennsylvania
$2K +$1.33K +40 +200%
BWS
460
Buck Wealth Strategies
Colorado
$2K – – –
CP
461
Castleview Partners
Texas
$1.87K – – –
TFM
462
TFC Financial Management
Massachusetts
$1.59K – – –
GEA
463
Glen Eagle Advisors
New Jersey
$1.59K +$1.59K +50 New
HI
464
Harbour Investments
Wisconsin
$1.2K – – –
NFSG
465
Newbridge Financial Services Group
Florida
$1.2K – – –
SIA
466
SkyView Investment Advisors
New Jersey
$1K – – –
TFA
467
Transamerica Financial Advisors
Florida
$1K – – –
Kayne Anderson Rudnick Investment Management
468
Kayne Anderson Rudnick Investment Management
California
$933 – – –
WPA
469
West Paces Advisors
Georgia
$697 – – –
PPWM
470
PFG Private Wealth Management
Florida
$602 +$602 +19 New
PCTC
471
Perkins Coie Trust Company
Washington
$601 +$601 +19 New
IA
472
IFP Advisors
Florida
$570 – – –
VCM
473
Versant Capital Management
Arizona
$570 – – –
HWP
474
Hibernia Wealth Partners
Louisiana
$533 +$533 +17 New
AWM
475
Abound Wealth Management
Tennessee
$445 – – –
17 18
19
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