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Invitation Homes
INVH

Overview Fund Activity

528 hedge funds and large institutions have $19.6B invested in Invitation Homes in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+9
Holders Change %
+1.73%
% of All Funds
7.17%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
76
Increased
194
Reduced
195
Closed
61
Calls
$12.5M
Puts
$9.51M
Net Calls
+$2.96M
Net Calls Change
+$493K

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$215M
2
UBS AM
UBS AM
Illinois
+$195M
3
Citadel Advisors
Citadel Advisors
Florida
+$99.9M
4
WP
Woodline Partners
California
+$56.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$54.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$138M
2
Boston Partners
Boston Partners
Massachusetts
-$111M
3
Morgan Stanley
Morgan Stanley
New York
-$107M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$77.4M
5
CIM
Centersquare Investment Management
Pennsylvania
-$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
501
Sachetta
Massachusetts
$1.88K -$1.32K -38 -41%
HFS
502
Hughes Financial Services
Virginia
$1.69K +$1.69K +49 New
HI
503
Harbour Investments
Wisconsin
$1.47K -$419 -12 -22%
IA
504
IFP Advisors
Florida
$1.43K -$105 -3 -7%
MCM
505
MAI Capital Management
Ohio
$1.31K +$898 +26 +217%
RA
506
Rise Advisors
New York
$1.12K +$1.12K +32 New
Kayne Anderson Rudnick Investment Management
507
Kayne Anderson Rudnick Investment Management
California
$1.08K – – –
PWA
508
Physician Wealth Advisors
Utah
$1.01K +$1.01K +29 New
VNA
509
Valley National Advisers
Pennsylvania
$1K +$1K +31 New
CWC
510
Carolinas Wealth Consulting
North Carolina
$941 -$523 -15 -36%
WCM
511
WealthTrak Capital Management
Virginia
$872 – – –
PWA
512
Principia Wealth Advisory
Texas
$774 +$613 +19 +380%
OCM
513
Osterweis Capital Management
California
$697 +$697 +20 New
FMP
514
Financial Management Professionals
Texas
$592 -$174 -5 -23%
NL
515
NVWM LLC
Pennsylvania
$523 +$174 +5 +50%
WW
516
Winnow Wealth
Texas
$470 +$134 +4 +40%
CT
517
Colonial Trust
South Carolina
$383 -$35 -1 -8%
WWM
518
Wolff Wiese Magana
California
$349 – – –
ACA
519
American Capital Advisory
Idaho
$279 +$279 +8 New
AP
520
Aspect Partners
Virginia
$244 – – –
SFG
521
Stonebridge Financial Group
Pennsylvania
$209 +$209 +6 New
LB
522
Legacy Bridge
Iowa
$181 +$181 +5 New
TWD
523
True Wealth Design
Ohio
$175 +$175 +5 New
BCWM
524
Bartlett & Co Wealth Management
Ohio
$141 +$141 +4 New
CIA
525
Cape Investment Advisory
Georgia
$105 – – –
19 20
21
22 23