What smart money is saying about Invitation Homes Inc.
1 fund in our archive has pitched Invitation Homes Inc., most recently Diamond Hill Small Mid Cap Fund in December 2025.
Invitation Homes is the nation's premier single-family home leasing company, meeting changing lifestyle demands by providing access to high-quality, updated homes with valued features such as close proximity to jobs and access to good schools. The company's mission, Together with you, we make a house a home, reflects its commitment to providing homes where individuals and families can thrive and high-touch service that continuously enhances residents' living experiences.
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Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Invitation Homes Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- September 2026
“Real estate (-12.8% vs. -5.5%), utilities (-12.2% vs. -12.4%) and healthcare (+6.0% vs. +6.5%) were the biggest sector detractors to relative performance in the quarter. Real estate underperformed as our holdings in residential REITs (Camden Property Trust and Invitation Homes), REITs related to housing (Rayonier), and a U.S.- focused cell tower REIT (Crown Castle), underperformed the sector.”
Invitation Homes Inc. “The strategy benefited from holding Invitation Homes and Camden Property Trust as residential REITs were lifted by a rotation into the sector.”
Invitation Homes Inc.
Fund coverage · 1 thesis
- Diamond Hill Small Mid Cap FundDecember 2025
Invitation Homes Inc. is the largest US single-family rental owner with favorable supply-demand dynamics and long-term growth from higher rents and acquisitions.
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