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Invitation Homes

540 hedge funds and large institutions have $21.5B invested in Invitation Homes in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 202 increasing their positions, 204 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

1.7% more ownership

Funds ownership: 98.02%99.72% (+1.7%)

1% more funds holding

Funds holding: 535540 (+5)

0% less capital invested

Capital invested by funds: $21.6B → $21.5B (-$23M)

1% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 204

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

40% less call options, than puts

Call options by funds: $42.4M | Put options by funds: $71M

Holders
540
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
7.75%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
70
Increased
202
Reduced
204
Closed
60
Calls
$42.4M
Puts
$71M
Net Calls
-$28.6M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.34B -$2.65M -73,940 -0.1%
BlackRock
2
BlackRock
New York
$2.23B +$134M +3,739,723 +6%
Cohen & Steers
3
Cohen & Steers
New York
$2.14B -$86.7M -2,423,414 -4%
Norges Bank
4
Norges Bank
Norway
$1.81B +$423M +11,836,377 +30%
State Street
5
State Street
Massachusetts
$1.27B +$10.7M +298,307 +0.8%
Principal Financial Group
6
Principal Financial Group
Iowa
$707M -$15M -419,545 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$663M +$27M +753,464 +4%
AAMU
8
APG Asset Management US
New York
$583M +$12.9M +360,342 +2%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$557M -$1.04M -29,144 -0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$516M -$867K -24,237 -0.2%
Invesco
11
Invesco
Georgia
$504M +$85.3M +2,384,890 +20%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$414M +$35.7M +997,353 +9%
Morgan Stanley
13
Morgan Stanley
New York
$375M -$10.2M -284,318 -3%
CIM
14
Centersquare Investment Management
Pennsylvania
$318M +$7.09M +198,106 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$310M -$44.1K -1,234 -0%
RC
16
Resolution Capital
Australia
$284M -$109M -3,041,852 -27%
Charles Schwab
17
Charles Schwab
California
$232M +$8.9M +248,701 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$222M +$39M +1,089,281 +21%
Legal & General Group
19
Legal & General Group
United Kingdom
$213M -$16.5M -461,329 -7%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$196M +$61.4M +1,716,873 +45%
UBS AM
21
UBS AM
Illinois
$195M +$175M +4,883,564 +768%
Northern Trust
22
Northern Trust
Illinois
$189M -$10.5M -293,412 -5%
PI
23
PGGM Investments
Netherlands
$181M +$5.75M +160,681 +3%
N
24
Nuveen
North Carolina
$134M -$23.1M -645,693 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$129M -$13.3M -370,584 -9%

INVH Hedge Fund Activity: Q3 2024 in Review

540 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2024, worth a combined $21.5B — down 0.11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new INVH positions and 60 closed out — a net gain of 10 holders — while 202 added to existing stakes and 204 trimmed.

The largest buyer was Norges Bank, adding an estimated $423M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $122M sold.

  • 540 institutional investors held Invitation Homes (INVH) as of Q3 2024, up from 535 in Q2 2024.
  • Funds reported $21.5B of Invitation Homes stock for Q3 2024, down 0.11% quarter-over-quarter.
  • 70 funds opened new Invitation Homes positions in Q3 2024 and 60 closed out, a net change of +10 holders.
  • The largest Invitation Homes buyer in Q3 2024 was Norges Bank, an estimated $423M added.
  • The largest Invitation Homes seller in Q3 2024 was D1 Capital Partners, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2024.