L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 13 Feb 2024
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 5 listed it in both
Shares listed
31,485,776
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 93 comparable managers: 3 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing INVH in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Fidelity (FMR LLC)15,109,286$515munder 0.1%Trimmed-2,106,7155 Nov 2026 (the filing on sec.gov)
D1 Capital Partners LP7,470,374$255m4.48%Trimmed-1,215,88514 Feb 2024 (the filing on sec.gov)
Invesco Ltd6,578,471$224m0.05%Trimmed-1,140,68413 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP785,878$27munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP781,878$27m0.06%Added+206,29614 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC418,089$14m0.09%Trimmed-310,64614 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp341,800$12m0.09%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

0510152017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
INVH by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20174$84mn.a.n.a.
Q2 20172$70mn.a.n.a.
Q3 20175$166mn.a.n.a.
Q4 20176$455mn.a.n.a.
Q1 20184$402mn.a.n.a.
Q2 20184$381mn.a.n.a.
Q3 20184$330mn.a.n.a.
Q4 20183$272mn.a.n.a.
Q1 20197$387mn.a.n.a.
Q2 20198$454mn.a.n.a.
Q3 201910$684mn.a.n.a.
Q4 201913$1.3bnn.a.n.a.
Q1 202013$1.1bnn.a.n.a.
Q2 202011$1.1bnn.a.n.a.
Q3 202011$1.2bnn.a.n.a.
Q4 202010$1.1bnn.a.n.a.
Q1 202112$1.6bnn.a.n.a.
Q2 202111$1.8bnn.a.n.a.
Q3 202113$1.8bnn.a.n.a.
Q4 202115$2.2bnn.a.n.a.
Q1 202210$1.7bnn.a.n.a.
Q2 20228$1.4bnn.a.n.a.
Q3 20227$1.3bnn.a.n.a.
Q4 20227$996mn.a.n.a.
Q1 20236$1.1bnn.a.n.a.
Q2 20236$960mn.a.n.a.
Q3 20236$1.1bnn.a.n.a.
Q4 20237$1.1bn34
Q1 20247$998m44
Q2 20248$1.4bn62
Q3 20243$1.2bn32
Q4 20246$1.1bn51
Q1 20259$1.4bn63
Q2 202510$1.3bn66
Q3 20257$1.0bn43
Q4 202511$473m258
Q1 202612$954m1716
Q2 202614$1.0bn2411

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

INVH and WELL →INVH and EQIX →INVH and BN →Choose a stock to compare with INVH →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own INVH, latest filings →Back to the 13F Explorer →