Invitation Homes Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 574 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• UPREIT structure checked per project brief hazard: Invitation Homes Inc. (INVH) is the listed Maryland REIT; it conducts operations through Invitation Homes Operating Partnership LP (INVH LP). Per the Q2 2026 10-Q, as of June 30, 2026, INVH owns 99.6% of the common OP Units directly and through Invitation Homes OP GP LLC, a wholly owned subsidiary. company.shares_outstanding (590,623,226) is taken from INVH Inc.'s own 10-Q cover page as of 29 Jul 2026, i.e. the listed common stock, not OP units. The remaining 0.4% of OP Units is not owned by INVH; no individual holder of that residual OP-unit interest is named or sized as a 5%-or-greater holder in the 2026 DEF 14A or in the 10-Q/10-K reviewed, consistent with it being diffuse legacy interests retained by prior property-contributing sellers rather than a single large strategic OP-unit holder (unlike the Blackstone/Schwarzman defect shape flagged in the project brief). Register rows below are all denominated in INVH Inc. common shares, not OP units.
• Blackstone exit checked and confirmed per project brief hazard. EDGAR full text search for 'Blackstone' against Schedule 13G/A filings naming Invitation Homes returns exactly one result: a Schedule 13G/A filed 14 Feb 2020 by Blackstone Holdings III L.P. and affiliated reporting persons (CIK 0001404073), reporting SOLE VOTING POWER 0, SHARED VOTING POWER 0, SOLE DISPOSITIVE POWER 0, SHARED DISPOSITIVE POWER 0, AGGREGATE AMOUNT BENEFICIALLY OWNED 0, PERCENT OF CLASS 0.0% for every reporting person on CUSIP 46187W107. That is Blackstone's own dated confirmation of a full exit. 'Blackstone' also produces ZERO hits when searched in full across INVH's FY2025 10-K (filed 19 Feb 2026), Q2 2026 10-Q (filed 30 Jul 2026), and 2026 DEF 14A (filed 26 Mar 2026). Per the project's rule that null renders as 'not sized' rather than 'exited', this confirmed, dated full exit is recorded here as a note and deliberately carries NO row in the register.
• Register self-gate computed on the FINAL file, per the chart's own arithmetic (sum of raw shares / shares_outstanding, no rolls_up_into containers in this file so no reduction applies): 10 rows, total shares 347,111,019, shares_outstanding 590,623,226, self-gate = 58.76%. This is above the brief's 55% corroboration threshold, so it was corroborated three ways rather than shipped on implied-price consistency alone: (1) per-holder crosscheck: 7 of the 9 institutional rows have a directly comparable figure in this project's own data/registers/INVH.json snapshot (31 Mar 2026) at closely matching size (Vanguard family 91,578,973 vs snapshot's single-CIK 92,886,816; BlackRock 61,799,827 vs 64,323,956; State Street 38,049,776 vs 39,226,536; APG US Inc 15,975,264 vs an EXACT match 15,975,264; Invesco 14,990,389 vs 14,632,935; Geode 17,118,534 vs 17,312,126; Fidelity/FMR 17,367,397 vs 18,262,085), confirming each is a distinct real filer at roughly the reported size rather than a duplicate; Norges Bank and Cohen & Steers are absent from the snapshot but independently verified against their own Q2 2026 13F-HR filings. (2) data/registers/INVH.json reports total_shares_reported of 545,654,187 across 574 filers as of 31 Mar 2026, against shares outstanding of roughly 600-611 million around that date (610,788,732 at 31 Dec 2025 per the 10-Q comparative balance sheet), i.e. approximately 89-90% of the company is institutionally held in aggregate; a top-10 concentration near 55-59% is therefore expected rather than anomalous for this REIT, exactly the scenario the project brief describes as self-corroborating. (3) Back-solving the denominator from INVH's own 2026 DEF 14A 5%-owner table: Vanguard's stale figure 96,578,365 sh / 16.11% implies a denominator of 599,616,791, and BlackRock's stale figure 62,292,700 sh / 10.39% implies 599,545,716; both land within a few hundred thousand shares of the proxy's own stated denominator (599,446,021 sh as of the 17 Mar 2026 record date), confirming the proxy's percentages are internally consistent with a share count in the same range as company.shares_outstanding used here.
• Implied-price check run on every institutional row without exception, per project brief hazard for REIT filers. All 9 rows cluster tightly around $30.21-$30.50 per share, consistent with INVH's $30.20 NYSE closing price on 19 Aug 2026 (Nasdaq API). Two filers required correction for reporting VALUES IN THOUSANDS as flagged in the project brief: Cohen & Steers, Inc. (raw reported value $1,121,669 against 37,129,067 shares implied $0.03/share; corrected to $1,121,669,000, implied $30.21/share) and T. Rowe Price Associates, Inc. (raw reported value $24,389 against 807,293 shares implied $0.03/share; corrected to $24,389,000, implied $30.21/share, but T. Rowe Associates was not added as a register row: see below). APG Asset Management US Inc.'s implied price ($30.35) shows none of the roughly-12%-low quirk the project brief flags for APG Asset Management N.V. on other companies; that quirk was checked for and not found here.
• Vanguard case: parent CIK 0000102909 filed Form 13F-NT (notice, no holdings) for Q2 2026, so per the project's rule the successor entities were swept and summed. 8 successor entities were checked individually (see the Vanguard row's method_note for the full CIK-by-CIK breakdown); one of the eight, Vanguard National Trust Co (CIK 0001984256), was checked and confirmed to hold ZERO INVH shares in its own Q2 2026 13F-HR, so it contributes 0 to the sum rather than being omitted silently.
• T. Rowe Price and Capital Group checked per project brief hazard, since data/registers/INVH.json omits both families entirely (a known snapshot-completeness gap). T. Rowe Price Associates, Inc. (CIK 0000080255) holds 807,293 sh of INVH in its Q2 2026 13F-HR (values-in-thousands corrected, see above), a position of approximately 0.14% of the company, materially smaller than every row in the curated register above and therefore not added as a row (it does not crack the top 8-12). T. Rowe Price Investment Management, Inc. (CIK 0001897612) was checked and holds NO INVH position in its own Q2 2026 13F-HR. Capital World Investors (CIK 0001422849), Capital International Investors (CIK 0001562230), and Capital Research Global Investors (CIK 0001422848) were all checked individually against their own Q2 2026 13F-HR filings and each holds NO INVH position (zero rows matched CUSIP 46187W107 in any of the three).
• Principal Financial Group Inc (CIK 0001126328) is not included as a register row despite appearing in data/registers/INVH.json at 13,690,400 sh as of 31 Mar 2026. Its own Q2 2026 13F-HR (filed 4 Aug 2026, CUSIP 46187W107) sums to only 2,097,033 sh, a large apparent decline; other Principal-affiliated CIKs (0000769734, 0000009712, 0000012600, 0001759271) were identified via EDGAR company search but not individually checked given the project's time budget, so this may understate a fuller Principal family position. Given the ambiguity and the post-decline size (well below every row in the curated register), it is left out of the register rather than reported at a figure that might be a partial family cut; recorded here as a sourced check rather than a guess.
• Holdings side: identified the newest filing by date. The Q2 2026 10-Q (filed 30 Jul 2026, period 30 Jun 2026) postdates the FY2025 10-K (filed 19 Feb 2026, period 31 Dec 2025), so the 10-Q's Note 5 table is the fresher source and was used for all 7 joint-venture rows. Both the FY2025 10-K and the Q2 2026 10-Q were searched in full for 'equity method', 'unconsolidated joint venture', 'joint venture', 'investments in unconsolidated', and 'Blackstone'. Exhibit 21 (subsidiaries list) of the FY2025 10-K was also checked per the project brief's technique: it is a bare name list with NO ownership-percentage column and no separate JV entries beyond the wholly owned operating subsidiary names, a genuine negative rather than evidence of looking in the wrong place. All 7 disclosed unconsolidated joint ventures/investments from the 10-Q Note 5 table are included as holdings; their carrying values sum to $252,049,000, matching the 'Investments in unconsolidated joint ventures' line on the balance sheet exactly, confirming no combined-balance-assigned-to-one-investee error.
• No other company already in this project's database was identified among INVH's named JV counterparties in the filings reviewed (the 10-Q does not name the specific outside institutional partners for any of the 7 JVs beyond generic footnoted market descriptions), so the 'two halves sum to 100' cross-check described in the project brief could not be performed for any of these positions.