13FPulse
IN

INVH INVITATION HOMES INC

2026Q2 · CUSIP 46187W107 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
609
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 581 → now 609
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

609 funds held INVH at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 88.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.9B(YoY +6.7%), the P/E is 26.5x, return on equity is 7.3%. INVH has had 18 buying rushes in its history, and the price moved -0.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2017Q2: holders=151 2017Q3: holders=166 2017Q4: holders=273 2018Q1: holders=273 2018Q2: holders=280 2018Q3: holders=291 2018Q4: holders=275 2019Q1: holders=306 2019Q2: holders=324 2019Q3: holders=342 2019Q4: holders=366 2020Q1: holders=350 2020Q2: holders=376 2020Q3: holders=373 2020Q4: holders=386 2021Q1: holders=389 2021Q2: holders=413 2021Q3: holders=444 2021Q4: holders=470 2022Q1: holders=480 2022Q2: holders=458 2022Q3: holders=474 2022Q4: holders=465 2023Q1: holders=460 2023Q2: holders=496 2023Q3: holders=481 2023Q4: holders=523 2024Q1: holders=509 2024Q2: holders=536 2024Q3: holders=538 2024Q4: holders=527 2025Q1: holders=538 2025Q2: holders=572 2025Q3: holders=567 2025Q4: holders=593 2026Q1: holders=581 2026Q2: holders=609 -107 -53.5 +0 +53.5 +107 135388640 17Q218Q219Q220Q221Q222Q223Q224Q225Q226Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q2 Top 10% -4.3% -8.5%
2024Q2 Top 10% -4.2% -8.5%
2023Q4 Top 20% +9.3% +10.7%
2023Q2 Top 5% -1.0% -2.0%
2022Q3 Top 10% +5.5% +9.2%
2022Q1 Top 20% +9.4% -11.5%
2021Q4 Top 20% -11.3% -3.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
275
Change in large funds
+25
Total value they hold
$17.9B
Funds buying for the first time
98
Funds that sold out entirely
70
Price change that quarter
+1.3%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
26.5
EPS (TTM)
$1.09
EPS YoY
+22.5%
Revenue (TTM)
$2.9B
Revenue YoY
+6.7%
Net margin
23.1%
ROE
7.3%
Debt ratio
50.7%
FCF (TTM)
Dividend (TTM)
$1.19
Quarterly Revenue & EPS
2022-09-30: EPS 0.13 2022-12-31: EPS 0.17 2023-03-31: EPS 0.20 2023-06-30: EPS 0.22 2023-09-30: EPS 0.21 2023-12-31: EPS 0.22 2024-03-31: EPS 0.23 2024-06-30: EPS 0.12 2024-09-30: EPS 0.15 2024-12-31: EPS 0.24 2025-03-31: EPS 0.27 2025-06-30: EPS 0.23 2025-09-30: EPS 0.22 2025-12-31: EPS 0.24 2026-03-31: EPS 0.26 2026-06-30: EPS 0.37 0M 374M 748M $M 0.00 0.20 0.41 2019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 37 25 35 46 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-9M96M201M 20162017201820192020202120222023202420252026
Latest quarter $48M (2018-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.