Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVITATION HOMES INC (INVH)

571 + 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
↑ +29
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — INVH

Based on 563 hedge funds · latest filing: 2025 Q4 · 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
563 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 — +16% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

322 buying263 selling
Last quarter: 322 funds bought or added vs 263 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 (+37 vs last Q)

new funds entering per quarter
Funds opening a new INVH position: 81 → 95 → 71 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 14% medium ■ 21% new
363 out of 563 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.
➡️

Steady discovery — ~108 new funds/quarter

63 → 81 → 95 → 71 → 108 new funds/Q
New funds entering each quarter: 81 → 95 → 71 → 108. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Of 571 current holders: 379 (66%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds
40 of 563 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

79 top-rated funds 4 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: INVH
2026 Q1 Stats Unlock in 12 days 571 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 571 545 4.77%
13F Shares 609M 563M 8.16%
Total Value $16.91B $16.48B 2.63%
New Positions 108 73 +35
Increased Positions 229 212 +17
Closed Positions 81 78 +3
Reduced Positions 191 220 -29
Total Calls 6 9 -33.33%
Total Puts 3 8 -62.5%
PUT/CALL Ratio 0.5 0.89 Bullish

Statistics: INVH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

571 + investors

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

Top 25 institutional holders of INVH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tevis Investment Management 2.22% 154,722 $3.9M
2 Gray Foundation 2.13% 340,734 $8.5M
3 CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.91% 7,449,480 $185.1M
4 AlphaCentric Advisors LLC 1.81% 73,000 $1.8M
5 Pensionfund Sabic 1.56% 52,265 $1K
6 Pensionfund PDN 1.54% 107,110 $3K
7 Investure, LLC 1.16% 949,206 $23.6M
8 Stonegate Management LLC 0.88% 44,620 $1.3M
9 ARBOR CAPITAL MANAGEMENT INC /ADV 0.72% 34,733 $886K
10 AEW CAPITAL MANAGEMENT L P 0.60% 332,521 $8.3M
11 Vanderbilt University 0.54% 115,292 $2.9M
12 Washington Trust Advisors, Inc. 0.48% 236,644 $5.9M
13 Carnegie Lake Advisors LLC 0.39% 39,773 $988K
14 New England Research & Management, Inc. 0.37% 35,313 $878K
15 BTC Capital Management, Inc. 0.35% 208,553 $5.2M
16 HOHIMER WEALTH MANAGEMENT, LLC 0.30% 101,538 $2.5M
17 LECAP ASSET MANAGEMENT LTD 0.26% 28,014 $696K
18 Blume Capital Management, Inc. 0.24% 56,580 $1.4M
19 WASHINGTON CAPITAL MANAGEMENT, INC 0.21% 10,100 $251K
20 PRINCIPAL FINANCIAL GROUP INC 0.18% 13,690,400 $340.2M
21 Carlyle Group Inc. 0.16% 664,100 $16.5M
22 Inspire Investing, LLC 0.15% 71,158 $1.8M
23 GSA CAPITAL PARTNERS LLP 0.14% 92,170 $2K
24 Marex Group plc 0.13% 137,400 $4.9M
25 Plato Investment Management Ltd 0.13% 78,945 $2.0M
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 — 55% buying: Last quarter: 322 funds bought or added vs 263 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 — 55% AUM from top-100 funds: 40 of 563 holders are among the 100 largest funds by AUM, controlling 55% 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: 363 out of 563 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.

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.