INVH β€” INVITATION HOMES INC

Ownership history in BAMCO INC /NY/  Β·  34 quarters on record

AI Ownership Summary

BAMCO INC /NY/ reported INVITATION HOMES INC (INVH) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q2. The latest visible filing shows INVH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INVH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAMCO INC /NY/'s position in INVITATION HOMES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

INVH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAMCO INC /NY/ held INVH β€” position size vs. price
% of Fund (quarterly)    INVH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 258,156 +18,259 +7.6% 0.02% $7.6M 2025-11-14 $27.74
2025 Q2 ADDED 239,897 +64,678 +36.9% 0.02% $7.9M 2025-08-14 $29.26
2025 Q1 REDUCED 175,219 -730,568 -80.7% 0.02% $6.1M 2025-05-15 $32.63
2024 Q3 REDUCED 905,787 -765,718 -45.8% 0.08% $31.9M 2024-11-14 $31.61
2024 Q2 ADDED 1,671,505 +483,281 +40.7% 0.17% $60.0M 2024-08-14 $32.83
2024 Q1 ADDED 1,188,224 +82,863 +7.5% 0.11% $42.3M 2024-05-15 $33.06
2023 Q4 REDUCED 1,105,361 -44,585 -3.9% 0.10% $37.7M 2024-02-14 $29.74
27 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BAMCO INC /NY/ and INVH

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAMCO INC /NY/ reported owning INVH?

BAMCO INC /NY/ reported INVH across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported INVH position in BAMCO INC /NY/'s portfolio?

The largest reported portfolio weight for INVH was 0.17% in 2024 Q2.

What is the latest reported INVH position on this page?

The most recent filing on this page is 2025 Q3, when BAMCO INC /NY/ reported 258,156 shares, equal to 0.02% of portfolio, with an estimated market value of $7.6M.

What does the chart on this INVH ownership page compare?

The chart compares BAMCO INC /NY/'s quarterly INVH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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