Skip to content
Disclosery

INVH INVITATION HOMES INC

Follow

REIT (common), issuer CIK 1687229

524 managers (540 13F filers) reported a position in INVH shares at 2025-03-31, 614,372,283 shares in all. 66 filers opened a position and 62 filers sold out during the quarter.

Managers
524
13F filers
540
New
66
Added
200
Reduced
197
Sold out
62
Shares held by filers
614,372,283

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Spire Wealth Managementin group Spire Wealth Management3,972$138K<0.01%+4913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC3,753$131K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,692$129K0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,691$129K0.01%-180,39913F-HRTimeline
Amica Retiree Medical Trust3,278$114K0.17%-58213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,162$109K<0.01%+1,32613F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.3,026$105K0.01%new13F-HRTimeline
Brooklyn Investment Group3,010$105K0.02%+1,59513F-HRTimeline
Byrne Asset Management LLC2,855$99.5K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,824$98.4K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.2,732$95.2K<0.01%+72313F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,720$94.8K0.03%+55013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,608$90.9K0.02%+1,07313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,524$88K<0.01%-1,12613F-HRTimelineGroup
Opal Wealth Advisors, LLC2,470$86.1K0.03%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,410$84K<0.01%+22613F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC2,302$80.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,996$69K0.01%+1,99413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,965$68.5K<0.01%+17613F-HRTimelineGroup
Avalon Trust Co1,795$62.6K<0.01%new13F-HRTimeline
SVB WEALTH LLC1,658$57.8K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.1,500$52.3K0.01%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,667$52K0.04%-49813F-HRTimeline
Allworth Financial LP1,412$47.8K<0.01%+1613F-HRTimeline
Clearstead Advisors, LLC1,326$46.2K<0.01%+66313F-HRTimeline
Smartleaf Asset Management LLC1,307$45.1K<0.01%+28313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,242$43.3K<0.01%-3,21113F-HRTimelineGroup
Cromwell Holdings LLC1,206$42.4K0.03%-43913F-HRTimeline
North Capital, Inc.1,188$41.4K0.04%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,140$39.7K<0.01%13F-HRTimeline
Lindbrook Capital, LLC1,070$37.3K<0.01%+17813F-HRTimeline
Dynamic Wealth Strategies, LLC1,062$37K0.03%new13F-HRTimeline
Larson Financial Group LLC919$32K<0.01%+85413F-HRTimeline
Headlands Technologies LLC893$31.1K<0.01%-5,79613F-HRTimeline
MassMutual Private Wealth & Trust, FSB851$29.7K<0.01%-8713F-HRTimeline
UMB Bank, n.a.789$27.5K<0.01%-23413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Creekmur Asset Management LLC774$27K0.01%013F-HRTimeline
Parkside Financial Bank & Trust725$25.3K<0.01%-313F-HRTimeline
Sandy Spring Bank685$23.9K<0.01%013F-HRTimeline
Wiser Advisor Group LLC667$23.2K0.03%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC671$23K<0.01%+413F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC651$22.7K<0.01%new13F-HR/ATimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC615$21K<0.01%-3,68913F-HRTimelineGroup
iA Global Asset Management Inc.576$20K<0.01%new13F-HRTimeline
Red Tortoise LLC515$18K0.01%+513F-HRTimeline
Millstone Evans Group, LLC501$17.5K0.01%013F-HRTimeline
Quent Capital, LLC441$15.4K<0.01%013F-HRTimeline
Pacific Center for Financial Services438$15.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…411$14.3K<0.01%013F-HRTimelineGroup
Covestor Ltd401$14K0.01%-113F-HRTimeline
GW&K Investment Management, LLC400$14K<0.01%+6013F-HRTimeline
Capital Advisors, Ltd. LLC347$12K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC314$10.9K0.01%013F-HRTimeline
First Horizon Advisors, Inc.314$10.9K<0.01%+30013F-HRTimeline
Arax Advisory Partners298$10.4K<0.01%-65313F-HRTimeline
Manchester Capital Management LLC289$10.1K<0.01%+3613F-HRTimeline
CVA Family Office, LLC284$9.9K<0.01%-21513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…277$9.65K<0.01%013F-HRTimeline
Investors Research Corp271$9.44K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.261$9.1K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC251$8.76K<0.01%+313F-HRTimeline
Saudi Central Bank229$7.98K0.04%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.225$7.84K<0.01%-12113F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.223$7.77K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc216$7.53K<0.01%+15213F-HRTimeline
Costello Asset Management, INC200$6.97K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC193$6.73K0.01%-3313F-HRTimeline
Frazier Financial Advisors, LLC191$6.66K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB160$5.58K<0.01%013F-HRTimeline
NewSquare Capital LLC151$5.26K<0.01%+14313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.139$4.84K<0.01%-813F-HRTimeline
HighMark Wealth Management LLC136$4.74K<0.01%-10213F-HRTimeline
Key Financial Inc127$4.43K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC121$4.22K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp105$3.66K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA103$3.59K<0.01%+7713F-HRTimeline
Prestige Wealth Management Group LLC103$3.59K<0.01%-7,86013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV101$3.52K<0.01%+513F-HRTimeline
Bell Investment Advisors, Inc100$3.48K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$3.48K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$3.48K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC100$3.41K<0.01%+1813F-HRTimeline
Hemington Wealth Management90$3K<0.01%013F-HRTimeline
Versant Capital Management, Inc86$3K<0.01%013F-HRTimeline
Dunhill Financial, LLC85$2.96K<0.01%-2813F-HRTimeline
First Command Advisory Services, Inc.80$2.79K<0.01%new13F-HRTimeline
Activest Wealth Management79$2.75K<0.01%+7913F-HRTimeline
Bellwether Advisors, LLC62$2.16K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC58$2.02K<0.01%013F-HRTimeline
Continuum Advisory, LLC56$1.95K<0.01%+1213F-HRTimeline
Private Wealth Asset Management, LLC56$1.95K<0.01%13F-HRTimeline
Sachetta, LLC54$1.88K<0.01%-3813F-HRTimeline
Hughes Financial Services, LLC49$1.69K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.42$1.47K<0.01%-1213F-HRTimeline
IFP Advisors, Inc41$1.43K<0.01%-313F-HRTimeline
MAI Capital Management38$1.31K<0.01%+2613F-HRTimeline
Rise Advisors, LLC32$1.11K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…30$1.08K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.29$1.01K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC31$1K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC27$941<0.01%-1513F-HRTimeline
Clark Wealth Partners26$906<0.01%-313F-HRTimeline
WealthTrak Capital Management LLC25$872<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC24$774<0.01%+1913F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …20$697<0.01%new13F-HR/ATimelineGroup
Financial Management Professionals, Inc.17$592<0.01%-513F-HRTimeline
NVWM, LLC15$523<0.01%+513F-HRTimeline
WINNACLE WEALTH LLC14$470<0.01%+413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors11$383<0.01%-113F-HRTimelineGroup
WOLFF WIESE MAGANA LLC10$349<0.01%013F-HRTimeline
American Capital Advisory, LLC8$279<0.01%new13F-HRTimeline
Aspect Partners, LLC7$244<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC6$209<0.01%new13F-HRTimeline
Legacy Bridge, LLC5$181<0.01%new13F-HRTimeline
True Wealth Design, LLC5$175<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4$141<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3$105<0.01%013F-HRTimeline
Leonteq Securities AG2$70<0.01%013F-HRTimeline
ORG Partners LLC0$46<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
GHP Investment Advisors, Inc.1$35<0.01%013F-HRTimeline
Caitong International Asset Management …1$35<0.01%-1,67913F-HRTimeline
Retirement Wealth Solutions LLC0$14<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth30$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-18513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • COHEN & STEERS, INC. and 4 other reporting persons reported 27,412,120 INVH shares, 4.64% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001284812-26-000187

    Accepted , ingested