Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invitation Homes Inc (INVH)

584 + Investors. Track Smart Money conviction in INVH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — INVH

Based on 586 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their INVH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
586 hedge funds hold INVH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

311 buying309 selling
Last quarter: 311 funds bought or added vs 309 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 98 → 72 → 110 → 91. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 16% medium ■ 20% new
375 out of 586 hedge funds have held INVH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -13%, value -29%

Value
-28%
Shares
-12%
Last quarter: funds added -13% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

81 → 98 → 72 → 110 → 91 new funds/Q
New funds entering each quarter: 98 → 72 → 110 → 91. A growing number of institutions are discovering INVH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 8% 1-2yr ■ 25% new
Of 594 current holders: 397 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
60 of 586 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in INVH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — INVH

In 2026 Q1, 311 hedge funds were net buyers of INVH (91 opened a new position, 220 added to an existing one), while 309 reduced or exited (214 trimmed, 95 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 44% of total institutional value in INVH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 586.

Hedge Fund Ownership: INVH

How many hedge funds hold INVH — quarterly history vs. share price
Quarterly hedge fund ownership of INVH vs. share price

Market Analysis: INVH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INVH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invitation Homes Inc (INVH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INVH has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
INVH
+19.4%
XLRE
+10.0%

INVH outperformed XLRE by +9.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
INVH
+6.3%
XLRE
+3.9%

Since the filing became public, INVH outperformed XLRE by +2.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: INVH
584 + Investors

Track Smart Money conviction in INVH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 584 590 -1.02%
13F Shares 539M 617M -12.71%
Total Value $12.21B $17.12B -28.66%
New Positions 90 110 -20
Increased Positions 216 217 -1
Closed Positions 96 81 +15
Reduced Positions 214 194 +20
Total Calls 6 6 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: INVH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

584 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INVH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 INVH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Land & Buildings Investment Management, LLC 8.26% 1,966,673 $48.9M
2 Rush Island Management, LP 7.06% 4,237,107 $105.3M
3 Conversant Capital LLC 4.17% 1,250,000 $31.1M
4 APG Asset Management US Inc. 3.06% 15,975,264 $397.0M
5 Presima Securities ULC 2.94% 210,816 $5.2M
6 GSI Capital Advisors LLC 2.56% 189,924 $4.7M
7 Argosy-Lionbridge Management, LLC 2.41% 138,000 $3.4M
8 Sophron Capital Management L.P. 2.32% 317,269 $7.9M
9 Tevis Investment Management 2.22% 154,722 $3.9M
10 Gray Foundation 2.13% 340,734 $8.5M
11 Centersquare Investment Management LLC 1.91% 7,449,480 $185.1M
12 AlphaCentric Advisors LLC 1.81% 73,000 $1.8M
13 Heitman Real Estate Securities LLC 1.33% 744,823 $18.5M
14 Resolution Capital Ltd 1.20% 2,306,008 $57.3M
15 Investure, LLC 1.16% 949,206 $23.6M
16 DigitalBridge Group, Inc. 1.10% 701,700 $17.4M
17 Stonegate Management LLC 0.88% 44,620 $1.3M
18 Arbor Capital Management Inc /Adv 0.72% 34,733 $886K
19 Apollo Management Holdings, L.P. 0.66% 2,018,707 $50.2M
20 Lasalle Investment Management Securities LLC 0.66% 668,065 $16.6M
21 LuminArx Capital Management LP 0.64% 35,000 $870K
22 Oakum Bay Capital LLC 0.60% 45,200 $1.1M
23 Aew Capital Management L P 0.60% 332,521 $8.3M
24 Vanderbilt University 0.54% 115,292 $2.9M
25 Odyssean, LLC 0.51% 56,672 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invitation Homes Inc (INVH)

What does the Smart Money Trend signal show for INVH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their INVH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for INVH?

Slight buying edge — 50% buying: Last quarter: 311 funds bought or added vs 309 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for INVH holders?

Elite ownership — 44% AUM from top-100 funds: 60 of 586 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in INVH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held INVH?

64% of holders stayed for 2+ years: 375 out of 586 hedge funds have held INVH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invitation Homes Inc (INVH) following the 2026 Q1 hedge fund 13F filings?

As of today, INVH has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLRE sector ETF — an outperformance of +2.4%. Since the quarter end (March 31, 2026), INVH has gained +19.4% vs +10.0% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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