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Disclosery

UBS Group AG: INVH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on INVH, newest first. How the timeline and the estimate are built.

UBS Group AG held 7,028,096 INVH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,028,096 shares
    Change vs previous 13F +2,518,905 shares

    0.02% of the 13F portfolio, value $212,318,782.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,971,242 shares
    • UBS Group AG: 1,056,854 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,509,191 shares
    Change vs previous 13F +1,047,430 shares

    0.01% of the 13F portfolio, value $112,053,396.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 7,983 shares
    • UBS Group AG: 4,501,208 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,461,761 shares
    Change vs previous 13F -8,072,868 shares

    0.01% of the 13F portfolio, value $96,202,338.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,347 shares
    • UBS Group AG: 3,460,414 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,534,629 shares
    Change vs previous 13F +1,933,016 shares

    0.03% of the 13F portfolio, value $338,310,669.

    13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 6,557,960 shares
    • UBS Group AG: 4,976,669 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,601,613 shares
    Change vs previous 13F +1,037,970 shares

    0.03% of the 13F portfolio, value $314,932,906.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 7,080,853 shares
    • UBS Group AG: 2,520,760 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,563,643 shares
    Change vs previous 13F +5,951,886 shares

    0.04% of the 13F portfolio, value $298,442,958.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 6,152,508 shares
    • UBS Group AG: 2,411,135 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,611,757 shares
    Change vs previous 13F -4,882,548 shares

    0.01% of the 13F portfolio, value $83,497,871.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 549,431 shares
    • UBS Group AG: 2,062,326 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,494,305 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $264,249,194.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,519,603 shares
    • UBS Group AG: 1,974,702 shares

    Acceptance time not in the bulk data set (spec §4.2).