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Invitation Homes

525 hedge funds and large institutions have $19.6B invested in Invitation Homes in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 178 increasing their positions, 211 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $33.5M

0.31% more ownership

Funds ownership: 99.72%100.03% (+0.31%)

3% less funds holding

Funds holding: 540525 (-15)

9% less capital invested

Capital invested by funds: $21.5B → $19.6B (-$1.94B)

10% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 79

16% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 211

Holders
525
Holders Change
-15
Holders Change %
-2.78%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
71
Increased
178
Reduced
211
Closed
79
Calls
$35.9M
Puts
$33.5M
Net Calls
+$2.47M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B -$46M -1,376,685 -1%
BlackRock
2
BlackRock
New York
$1.97B -$49.8M -1,492,108 -2%
Cohen & Steers
3
Cohen & Steers
New York
$1.97B +$34M +1,019,377 +2%
Norges Bank
4
Norges Bank
Norway
$1.65B +$2.25M +67,530 +0.1%
State Street
5
State Street
Massachusetts
$1.14B -$11.1M -333,082 -0.9%
Principal Financial Group
6
Principal Financial Group
Iowa
$622M -$19.7M -591,408 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$602M +$350K +10,479 +0.1%
AAMU
8
APG Asset Management US
New York
$531M -$7.1M -212,612 -1%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$503M -$1.67M -49,944 -0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$480M +$12.2M +365,954 +2%
CIM
11
Centersquare Investment Management
Pennsylvania
$412M +$129M +3,870,432 +43%
Invesco
12
Invesco
Georgia
$381M -$79.8M -2,390,602 -17%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$374M -$1.99M -59,574 -0.5%
JP Morgan Chase
14
JP Morgan Chase
New York
$350M +$156M +4,661,213 +74%
Morgan Stanley
15
Morgan Stanley
New York
$346M +$6.77M +202,670 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$282M +$1.11M +33,235 +0.4%
Northern Trust
17
Northern Trust
Illinois
$218M +$48.9M +1,463,236 +27%
Charles Schwab
18
Charles Schwab
California
$211M +$1.04M +31,184 +0.5%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$179M +$1.5M +44,945 +0.8%
Legal & General Group
20
Legal & General Group
United Kingdom
$177M -$17.4M -520,587 -9%
RC
21
Resolution Capital
Australia
$166M -$95.5M -2,861,129 -36%
PI
22
PGGM Investments
Netherlands
$163M -$739K -22,129 -0.4%
Goldman Sachs
23
Goldman Sachs
New York
$139M +$52.2M +1,562,398 +56%
Ameriprise
24
Ameriprise
Minnesota
$124M +$35.4M +1,060,805 +36%
N
25
Nuveen
North Carolina
$120M -$635K -19,013 -0.5%

INVH Hedge Fund Activity: Q4 2024 in Review

525 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2024, worth a combined $19.6B — down 9% from $21.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of INVH and 71 opened new positions — a net loss of 8 holders — while 211 trimmed existing stakes and 178 added.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was UBS AM, cutting an estimated $166M.

  • 525 institutional investors held Invitation Homes (INVH) as of Q4 2024, down from 540 in Q3 2024.
  • Funds reported $19.6B of Invitation Homes stock for Q4 2024, down 9% quarter-over-quarter.
  • 71 funds opened new Invitation Homes positions in Q4 2024 and 79 closed out, a net change of -8 holders.
  • The largest Invitation Homes buyer in Q4 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Invitation Homes seller in Q4 2024 was UBS AM, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2024.