Signals

← Signals

☆INVH

784 in-universe funds with a nonzero position in INVH within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#813
Score / z0.143 / 0.15
Consensus214.14 over 383 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-09-09 8-K 7.01, 9.01
2026-07-29 8-K 2.02, 9.01
2026-07-08 8-K 1.01, 2.03, 9.01
2026-07-06 8-K 8.01, 9.01
2026-06-01 8-K 7.01, 9.01
2026-05-08 8-K 5.02, 5.07, 9.01
2026-04-29 8-K 2.02, 9.01
2026-03-05 8-K 5.02, 9.01
2026-02-27 8-K 7.01, 9.01
2026-02-18 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-07-02 424B5 Invitation Homes Inc.
2026-06-30 424B5 Invitation Homes Inc.
2025-08-13 424B5 Invitation Homes Inc.
2025-08-12 424B5 Invitation Homes Inc.
2024-09-24 424B5 Invitation Homes Inc.
2024-09-23 424B5 Invitation Homes Inc.
2024-06-14 424B5 Invitation Homes Inc.
2023-08-01 424B5 Invitation Homes Inc.
2023-07-31 424B5 Invitation Homes Inc.
2022-03-29 424B5 Invitation Homes Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,867.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,556.1 0.2% 1 +0.2 pp +0.0 pp +0.2 pp -0.1 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,451.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,160.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,127.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 524.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 515.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 484.8 3.4% 5 +0.3 pp -0.2 pp -0.3 pp -0.8 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 452.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 270.1 2.3% 5 +0.4 pp +0.5 pp +0.4 pp -0.0 pp
☆Madison Avenue Partners, LP CIK 0001801265 0.565 25 251.8 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 248.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 239.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 225.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 215.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 193.5 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 180.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 179.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 160.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 141.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 140.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RUSH ISLAND MANAGEMENT, LP CIK 0001736465 0.352 22 137.3 9.1% 2 +2.0 pp +9.1 pp +9.1 pp +9.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 134.9 0.1% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 129.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 127.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TPG GP A, LLC CIK 0001903793 0.782 82 124.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 104.0 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 94.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 89.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 86.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 82.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 78.8 1.1% 3 +0.3 pp +0.9 pp +1.1 pp +1.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 75.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 72.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 67.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Resolution Capital Ltd CIK 0001612389 0.895 39 67.1 1.2% 5 +0.0 pp -0.7 pp -2.0 pp -3.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 67.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 64.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 63.4 0.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Gillson Capital LP CIK 0001698055 0.068 80 62.0 3.7% 2 +2.1 pp +3.7 pp +3.7 pp +0.3 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 61.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Junto Capital Management LP CIK 0001595880 0.030 80 59.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 59.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 57.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 56.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 54.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 53.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 50.2 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 49.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 47.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 46.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 45.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 45.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 45.2 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Land & Buildings Investment Management, LLC CIK 0001536520 0.453 19 42.4 7.3% 2 -1.0 pp +7.3 pp +7.3 pp +7.3 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 39.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 37.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 37.6 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 36.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 36.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 35.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 33.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 33.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 33.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 32.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 31.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PGGM Investments CIK 0001472190 0.327 59 30.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 30.4 0.5% 4 +0.1 pp +0.4 pp +0.3 pp +0.5 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 29.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 29.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 29.2 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Conversant Capital LLC CIK 0001850901 0.686 17 28.7 3.4% 2 -0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆Investure, LLC CIK 0001476993 0.837 17 28.7 1.8% 5 +0.6 pp +0.8 pp +0.6 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 26.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 25.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 25.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 25.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 24.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 24.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 23.5 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 22.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 21.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 21.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 20.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 20.2 0.7% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Carlyle Group Inc. (CG, CGABL) CIK 0001527166 0.988 19 20.0 0.2% 2 +0.0 pp +0.2 pp -0.1 pp -0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 19.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 19.6 0.3% 5 +0.1 pp -0.4 pp -1.1 pp -2.7 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 19.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 18.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 18.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 18.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 17.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 17.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 17.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 17.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 16.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 16.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 15.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empyrean Capital Partners, LP CIK 0001317195 0.150 118 15.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AVIVA PLC CIK 0001140022 0.925 854 14.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 13.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 13.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 13.3 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 13.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 13.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 11.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 10.3 0.6% 5 +0.0 pp +0.0 pp +0.2 pp -0.5 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gray Foundation CIK 0002011602 0.903 9 10.3 2.3% 5 +0.1 pp -0.1 pp -0.6 pp -0.9 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 9.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 9.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 8.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 8.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 8.4 0.1% 1 +0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 0.0 0.0% 0 -1.3 pp -2.3 pp -2.4 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HGI Capital Management, LLC CIK 0001595907 0.000 21 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Voss Capital, LP CIK 0001730145 0.676 35 0.0 0.0% 0 -0.1 pp -0.7 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Oakum Bay Capital LLC CIK 0001571727 0.370 87 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just INVH). Qtrs Held counts distinct quarters this fund has actually held INVH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INVH position size. Δ columns are the percentage-point change in INVH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status