Signals

← Signals

☆INVH

662 in-universe funds with a nonzero position in INVH within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#17230
Score / z0.000 / -0.01
Consensus197.60 over 340 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2,617.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,849.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,439.0 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,026.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 484.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 469.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 468.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 461.1 3.6% 3 -0.0 pp -0.6 pp +3.6 pp +3.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 292.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 229.2 0.0% 3 -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 227.2 0.0% 3 +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 212.5 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 208.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 182.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 182.1 1.8% 3 -0.1 pp -0.6 pp +1.8 pp +1.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 163.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 159.4 0.0% 4 -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 149.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 125.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 117.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 116.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 115.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 114.9 1.4% 3 +0.3 pp +1.3 pp +1.4 pp +1.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 105.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 96.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 89.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resolution Capital Ltd CIK 0001612389 0.895 39 87.9 1.9% 3 -1.3 pp -2.2 pp +1.9 pp +1.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 83.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 82.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 81.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 80.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 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 78.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 76.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 71.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 67.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 58.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 57.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 57.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 57.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 55.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 51.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 47.8 0.7% 3 -0.7 pp -2.3 pp +0.7 pp +0.7 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 47.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 44.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 44.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 44.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 43.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 39.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 38.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIXIS CIK 0001274981 0.561 1107 37.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 33.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 32.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 32.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 31.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 31.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 29.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 29.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 28.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 27.8 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 27.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 25.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 24.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 21.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hazelview Securities Inc. CIK 0001705265 0.333 83 20.8 4.0% 3 +1.2 pp -1.4 pp +4.0 pp +4.0 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 18.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investure, LLC CIK 0001476993 0.837 17 18.1 1.0% 3 -0.2 pp -0.6 pp +1.0 pp +1.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 17.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 17.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 17.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 16.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Swedbank AB CIK 0000946431 0.941 696 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prana Capital Management, LP CIK 0001710951 0.303 118 15.7 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 15.7 0.0% 3 +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 15.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 15.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 15.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 14.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 14.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 13.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 13.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Voss Capital, LP CIK 0001730145 0.676 35 12.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 12.0 0.4% 3 -0.0 pp -0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 11.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Argosy-Lionbridge Management, LLC CIK 0002056354 0.263 20 11.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.6 0.0% 3 -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 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Masterton Capital Management, LP CIK 0001817145 0.027 24 10.5 7.3% 3 +0.3 pp +2.4 pp +7.3 pp +7.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sophron Capital Management L.P. CIK 0002027142 0.113 43 9.8 3.1% 2 +2.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gray Foundation CIK 0002011602 0.903 9 9.5 2.4% 3 -0.5 pp -0.8 pp +2.4 pp +2.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 9.2 0.0% 3 -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 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 8.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 8.6 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 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 8.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 8.2 0.2% 3 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 8.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 7.9 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 7.9 0.6% 3 +0.1 pp -0.5 pp +0.6 pp +0.6 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 7.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 7.6 0.8% 3 -0.0 pp -0.5 pp +0.8 pp +0.8 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 7.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Andra AP-fonden CIK 0001535452 0.270 396 6.9 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 6.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Presima Securities ULC CIK 0001399360 0.000 0 5.9 3.4% 3 -1.6 pp -2.5 pp +3.4 pp +3.4 pp
☆UniSuper Management Pty Ltd CIK 0001989400 0.856 652 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Assets Capital Advisers, LLC CIK 0001626691 0.267 36 0.0 0.0% 0 -1.3 pp -1.5 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
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Adelante Capital Management LLC CIK 0001067926 0.754 42 0.0 0.0% 0 -0.9 pp -0.7 pp +0.0 pp +0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 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
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 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
☆GFG Capital, LLC CIK 0001638520 0.236 100 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
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stonegate Management LLC CIK 0001877054 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆ALETHEA CAPITAL MANAGEMENT, LLC CIK 0001549408 0.594 41 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlyle Group Inc. (CG, CGABL) CIK 0001527166 0.988 19 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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