Capital Square, LLC INVH — INVITATION HOMES INCORPORATED REIT

Ownership history in Capital Square, LLC  ·  13 quarters on record

AI Ownership Summary

Capital Square, LLC reported INVITATION HOMES INCORPORATED REIT (INVH) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.55% in 2024 Q2. The latest visible filing shows INVH at 0.32% 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 Capital Square, LLC's position in INVITATION HOMES INCORPORATED REIT, 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
2026 Q3

INVH was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% 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
2024 Q2 to 2026 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.

INVH stock page Capital Square, LLC fund profile Capital Square, LLC full holdings
How Capital Square, LLC held INVH — position size vs. price
% of Fund (quarterly)    INVH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 27,565 +690 +2.6% 0.32% $726K 2026-10-19 $26.71
2026 Q2 ADDED — — — 26,875 +5,487 +25.7% 0.35% $796K 2026-08-13 $29.96
2026 Q1 ADDED — — — 21,388 +6,223 +41.0% 0.27% $580K 2026-05-11 $28.31
2025 Q4 REDUCED 36.6% -9.5% ✅ 15,165 -8,745 -36.6% 0.21% $421K 2026-02-13 $26.10
2025 Q3 REDUCED — — — 23,910 -237 -1.0% 0.36% $701K 2025-11-21 $26.96
2025 Q2 ADDED — — — 24,147 +776 +3.3% 0.42% $781K 2025-08-11 $28.31
2025 Q1 REDUCED — — — 23,371 -400 -1.7% 0.48% $814K 2025-05-14 $31.42
2024 Q4 ADDED — — — 23,771 +45 +0.2% 0.41% $725K 2025-02-13 $29.62
2024 Q3 ADDED — — — 23,726 +308 +1.3% 0.51% $837K 2024-11-13 $31.28
2024 Q2 ADDED — — — 23,418 +6,604 +39.3% 0.55% $850K 2024-08-01 $32.52
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INVH

As of 2026 Q3 — sorted by position size

Pensionfund Sabic 3Y 7Y 1.55% Pensionfund PDN 3Y 7Y 1.54% New England Research & Management, Inc. 3Y 7Y 0.23% Aurora Investment Managers, LLC. 3Y 0.21% Y-Intercept (Hong Kong) Ltd 3Y 0.13% Essential Partners LLC 0.1% Abel Hall, LLC 0.1% State of Alaska, Department of Revenue 3Y 7Y 0.1% Montecito Bank & Trust 3Y 7Y 0.08% IFM Investors Pty Ltd 3Y 7Y 0.04%

FAQ About Capital Square, LLC and INVH

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

How long has Capital Square, LLC reported owning INVH?

Capital Square, LLC reported INVH across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported INVH position in Capital Square, LLC's portfolio?

The largest reported portfolio weight for INVH was 0.55% in 2024 Q2.

What is the latest reported INVH position on this page?

The most recent filing on this page is 2026 Q3, when Capital Square, LLC reported 27,565 shares, equal to 0.32% of portfolio, with an estimated market value of $726K.

What does the chart on this INVH ownership page compare?

The chart compares Capital Square, LLC'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.

How well did Capital Square, LLC time their INVH position?

Based on 13F filing dates vs. subsequent INVH price moves, Capital Square, LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on INVH relative to SPY over the holding period was -19.7%.

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