Holders over time
- INVH
- BN
| Quarter | INVH | BN |
|---|---|---|
| Q3 2020 | 11 holders, $1.2bn | none listed holders, n.a. |
| Q4 2020 | 10 holders, $1.1bn | none listed holders, n.a. |
| Q1 2021 | 12 holders, $1.6bn | none listed holders, n.a. |
| Q2 2021 | 11 holders, $1.8bn | none listed holders, n.a. |
| Q3 2021 | 13 holders, $1.8bn | none listed holders, n.a. |
| Q4 2021 | 15 holders, $2.2bn | none listed holders, n.a. |
| Q1 2022 | 10 holders, $1.7bn | none listed holders, n.a. |
| Q2 2022 | 8 holders, $1.4bn | none listed holders, n.a. |
| Q3 2022 | 7 holders, $1.3bn | none listed holders, n.a. |
| Q4 2022 | 7 holders, $996m | 12 holders, $2.8bn |
| Q1 2023 | 6 holders, $1.1bn | 10 holders, $2.3bn |
| Q2 2023 | 6 holders, $960m | 11 holders, $2.5bn |
| Q3 2023 | 6 holders, $1.1bn | 8 holders, $2.2bn |
| Q4 2023 | 7 holders, $1.1bn | 9 holders, $4.5bn |
| Q1 2024 | 7 holders, $998m | 11 holders, $4.6bn |
| Q2 2024 | 8 holders, $1.4bn | 11 holders, $4.9bn |
| Q3 2024 | 3 holders, $1.2bn | 13 holders, $8.1bn |
| Q4 2024 | 6 holders, $1.1bn | 13 holders, $9.2bn |
| Q1 2025 | 9 holders, $1.4bn | 13 holders, $8.9bn |
| Q2 2025 | 10 holders, $1.3bn | 13 holders, $10.9bn |
| Q3 2025 | 7 holders, $1.0bn | 15 holders, $12.5bn |
| Q4 2025 | 11 holders, $473m | 15 holders, $14.2bn |
| Q1 2026 | 12 holders, $954m | 14 holders, $11.1bn |
| Q2 2026 | 14 holders, $1.0bn | 15 holders, $10.7bn |
Invitation Homes Inc
- Holders
- 11
- Reported value
- $473m
- Buyers
- 25
- Sellers
- 8
Breadth +17 among 92 comparable managers.
Brookfield Corp
- Holders
- 15
- Reported value
- $14.2bn
- Buyers
- 26
- Sellers
- 7
Breadth +19 among 92 comparable managers.
Who holds both, Q4 2025
Both (1)
Only INVH (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Renaissance Technologies LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only BN (14)
Akre Capital Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Soroban Capital Partners LP, Third Point LLC, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.