Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invitation Homes Inc (INVH)

609 + 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
↑ +28
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — INVH

Based on 617 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added INVH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
617 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 — +8% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

340 buying286 selling
Last quarter: 340 funds bought or added vs 286 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.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new INVH position: 72 → 110 → 92 → 102. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
389 out of 617 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.
💰

Value +24% but shares only +5% — price-driven

Value
+24%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~102 new funds/quarter

100 → 72 → 110 → 92 → 102 new funds/Q
New funds entering each quarter: 72 → 110 → 92 → 102. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 624 holders: 416 (67%) are 2+ year veterans, 65 entered 1–2 years ago, and 143 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
65 of 615 holders are among the 100 largest funds by AUM, controlling 62% 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 Q2, 340 hedge funds were net buyers of INVH (102 opened a new position, 238 added to an existing one), while 286 reduced or exited (212 trimmed, 74 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 62% of total institutional value in INVH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 617.

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 Q2 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 June 30, 2026 · 74d ago
INVH
-8.8%
XLRE
-1.4%

INVH outperformed XLRE by -7.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 29d ago
INVH
-9.1%
XLRE
-4.1%

Since the filing became public, INVH outperformed XLRE by -5.0% .

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.

21 top-rated funds 3 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: INVH
609 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 609 589 3.4%
13F Shares 592M 590M 0.3%
Total Value $16.44B $14.01B 17.35%
New Positions 99 92 +7
Increased Positions 233 218 +15
Closed Positions 77 94 -17
Reduced Positions 211 215 -4
Total Calls 5 6 -16.67%
Total Puts 4 4 -
PUT/CALL Ratio 0.8 0.67 Neutral

Statistics: INVH

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

609 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Madison Avenue Partners, LP 10.84% 8,335,309 $251.8M
2 Rush Island Management, LP 9.10% 4,545,176 $137.3M
3 Land & Buildings Investment Management, LLC 7.27% 1,404,199 $42.4M
4 EMG Holdings, L.P. 6.76% 280,000 $8.5M
5 APG Asset Management US Inc. 3.40% 15,975,264 $484.8M
6 Conversant Capital LLC 3.37% 950,000 $28.7M
7 GSI Capital Advisors LLC 3.05% 213,889 $6.5M
8 Argosy-Lionbridge Management, LLC 2.62% 138,000 $4.2M
9 Tevis Investment Management 2.58% 154,722 $4.7M
10 Tpg GP A, LLC 2.48% 4,113,763 $124.3M
11 Centersquare Investment Management LLC 2.30% 8,939,707 $270.1M
12 Gray Foundation 2.27% 340,734 $10.3M
13 AlphaCentric Advisors LLC 1.87% 73,000 $2.2M
14 Investure, LLC 1.79% 949,206 $28.7M
15 Callodine Capital Management, LP 1.68% 850,000 $25.7M
16 Dockside LLC 1.26% 178,594 $5.4M
17 Resolution Capital Ltd 1.23% 2,220,680 $67.1M
18 Sophron Capital Management L.P. 1.18% 125,741 $3.8M
19 DigitalBridge Group, Inc. 1.06% 586,700 $17.7M
20 Junto Capital Management LP 1.04% 1,956,338 $59.1M
21 Apollo Management Holdings, L.P. 0.88% 2,608,707 $78.8M
22 Lecap Asset Management Ltd 0.85% 65,396 $2.0M
23 Arbor Capital Management Inc /Adv 0.83% 28,106 $848K
24 Lasalle Investment Management Securities LLC 0.72% 668,065 $20.2M
25 Hazelview Securities Inc. 0.63% 149,201 $4.6M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added INVH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for INVH?

Slight buying edge — 54% buying: Last quarter: 340 funds bought or added vs 286 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 — 62% AUM from top-100 funds: 65 of 615 holders are among the 100 largest funds by AUM, controlling 62% 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?

63% of holders stayed for 2+ years: 389 out of 617 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 Q2 hedge fund 13F filings?

As of today, INVH has moved -9.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.1% for the XLRE sector ETF — an outperformance of -5.0%. Since the quarter end (June 30, 2026), INVH has gained -8.8% vs -1.4% 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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