undamentalytics Newsletter

Invitation Homes: which funds bought and sold

Institutions that bought and sold Invitation Homes shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 331 institutions that filed 13F reports for both quarters added to or opened positions in Invitation Homes, and 267 cut or closed them. Together they sold a net 1.8M shares, −0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 12.2M shares (+17.8%); index fund managers were net sellers of 5.0M shares (−2.2%). 91 opened a new position and 52 sold out entirely.

Bought, Q2 2026 331 institutions, 91 of them new holders Sold, Q2 2026 267 institutions, 52 of them sold out
Net change, all compared −1.8M shares (−0.3%)
Net change, active managers +12.2M shares (+17.8%), 38 bought, 30 sold

Buyers versus sellers

institutions compared, 666
Active managers and hedge funds 38 bought · 30 sold · +12.2M
Index fund managers 5 bought · 7 sold · −5.0M
Other institutions 288 bought · 230 sold · −9.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Madison Avenue Partners, LP Hedge fund +8.3M New position 8.3M $252M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +6.0M +74699.5% 6.0M $180M
Tpg Gp A, LLC +4.1M New position 4.1M $124M
Deutsche Bank Ag\ +3.8M +149.1% 6.4M $194M
Holocene Advisors, LP Hedge fund +2.5M +264.2% 3.4M $104M
Wellington Management Group LLP Active manager +2.2M New position 2.2M $67M
Junto Capital Management LP Hedge fund +2.0M New position 2.0M $59.1M
Cohen & Steers, Inc. +2.0M +5.5% 37.1M $1.1B
D. E. Shaw & Co., Inc. Hedge fund +1.9M +3168.3% 2.0M $59M
Russell Investments Group, Ltd. +1.8M +71.5% 4.3M $129M
Woodline Partners LP Hedge fund +1.5M New position 1.5M $45.5M
Centersquare Investment Management LLC +1.5M +20.0% 8.9M $270M
Gillson Capital LP +1.3M +170.6% 2.1M $62M
Nuveen, LLC +966K +67.0% 2.4M $72.7M
Callodine Capital Management, LP +850K New position 850K $25.7M
Schonfeld Strategic Advisors LLC Hedge fund +839K +656.7% 967K $29.2M
Jain Global LLC Hedge fund +823K +2787.6% 853K $25.8M
Jane Street Group, LLC +781K New position 781K $23.6M
AQR Capital Management LLC Hedge fund +690K +17.3% 4.7M $141M
Point72 Asset Management, L.P. Hedge fund +654K New position 654K $19.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Principal Financial Group Inc −11.6M −84.7% 2.1M $63.4M
UBS Group AG −3.4M −76.5% 1.1M $31.9M
Goldman Sachs Group Inc −3.0M −29.7% 7.1M $215M
Balyasny Asset Management L.P. Hedge fund −3.0M −64.4% 1.7M $50.2M
Citadel Advisors LLC Hedge fund −2.8M −38.4% 4.5M $135M
Blackrock, Inc. Index funds −2.5M −3.9% 61.8M $1.9B
BNP Paribas Financial Markets −2.5M −62.2% 1.5M $45.2M
PGGM Investments −1.7M −63.3% 1.0M $30.6M
Amundi −1.5M −41.7% 2.1M $64.7M
Canada Pension Plan Investment Board −1.4M −83.5% 280K $8.5M
Voloridge Investment Management, LLC Hedge fund −1.4M −52.9% 1.2M $37.6M
Vanguard Portfolio Management LLC Index funds −1.4M −2.7% 48.0M $1.5B
Eurizon Capital Sgr S.P.A. −1.2M −80.8% 291K $8.9M
State Street Corp Index funds −1.2M −3.0% 38.0M $1.2B
Legal & General Group PLC −1.1M −19.0% 4.6M $140M
Capitolis Liquid Global Markets LLC −1.0M Sold out 0 —
Barclays PLC −978K −43.9% 1.3M $37.8M
FMR LLC Active manager −895K −4.9% 17.4M $525M
Panagora Asset Management Inc Active manager −862K Sold out 0 —
Strs Ohio −850K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Madison Avenue Partners, LPHedge fund 8.3M $252M
Tpg Gp A, LLC 4.1M $124M
Wellington Management Group LLPActive manager 2.2M $67M
Junto Capital Management LPHedge fund 2.0M $59.1M
Woodline Partners LPHedge fund 1.5M $45.5M
Callodine Capital Management, LP 850K $25.7M
Jane Street Group, LLC 781K $23.6M
Point72 Asset Management, L.P.Hedge fund 654K $19.7M
Assenagon Asset Management S.A. 600K $18.1M
HRT Financial LP 394K $11.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capitolis Liquid Global Markets LLC 1.0M $25.5M
Panagora Asset Management IncActive manager 862K $21.4M
Strs Ohio 850K $21.1M
Heitman Real Estate Securities LLC 745K $18.5M
Man Group PLCHedge fund 682K $16.9M
LMR Partners LLPHedge fund 396K $9.8M
Tredje Ap-Fonden 215K $5.3M
Presima Securities Ulc 211K $5.2M
USS Investment Management Ltd 174K $4.3M
Nfj Investment Group, LLC 151K $3.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
622
Ten largest holders
57.0%
of 13F-reported shares
Index fund managers
37.1%
of 13F-reported shares
Active managers and hedge funds
13.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 38 30 12 5 +12.2M +17.8%
Index fund managers 5 7 0 0 −5.0M −2.2%
Other institutions 288 230 79 47 −9.0M −3.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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