Invitation Homes Inc. (INVH) Bundle
Who Invests in Invitation Homes Inc. (INVH) and Why?
Investor Profile Analysis for Invitation Homes Inc. (INVH)
As of Q4 2023, the investor composition for this residential real estate investment trust reveals a complex ownership structure.
Key Investor Types
Investor Category | Percentage Ownership |
---|---|
Institutional Investors | 87.4% |
Mutual Funds | 42.6% |
Hedge Funds | 15.3% |
Retail Investors | 12.6% |
Top Institutional Investors
- Vanguard Group: 15.2% ownership
- BlackRock Inc.: 12.7% ownership
- State Street Corporation: 8.3% ownership
- JPMorgan Chase: 6.5% ownership
Investment Motivations
Motivation Factor | Percentage of Investors |
---|---|
Dividend Yield | 65.3% |
Long-Term Growth | 22.4% |
Portfolio Diversification | 12.3% |
Investment Strategies
- Long-Term Hold Strategy: 73.6% of institutional investors
- Value Investing Approach: 16.2% of investors
- Short-Term Trading: 10.2% of total investors
Dividend yield stands at 3.7% as of January 2024, attracting income-focused investors.
Institutional Ownership and Major Shareholders of Invitation Homes Inc. (INVH)
Investor Profile Analysis for Invitation Homes Inc. (INVH)
As of Q4 2023, the investor composition for this residential real estate investment trust reveals a complex ownership structure.
Key Investor Types
Investor Category | Percentage Ownership |
---|---|
Institutional Investors | 87.4% |
Mutual Funds | 42.6% |
Hedge Funds | 15.3% |
Retail Investors | 12.6% |
Top Institutional Investors
- Vanguard Group: 15.2% ownership
- BlackRock Inc.: 12.7% ownership
- State Street Corporation: 8.3% ownership
- JPMorgan Chase: 6.5% ownership
Investment Motivations
Motivation Factor | Percentage of Investors |
---|---|
Dividend Yield | 65.3% |
Long-Term Growth | 22.4% |
Portfolio Diversification | 12.3% |
Investment Strategies
- Long-Term Hold Strategy: 73.6% of institutional investors
- Value Investing Approach: 16.2% of investors
- Short-Term Trading: 10.2% of total investors
Dividend yield stands at 3.7% as of January 2024, attracting income-focused investors.
Key Investors and Their Influence on Invitation Homes Inc. (INVH)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 96.47%, representing a significant majority of the total shareholding.
Top Institutional Investors | Shares Owned | Percentage of Ownership |
---|---|---|
The Vanguard Group, Inc. | 89,453,212 | 14.3% |
BlackRock Inc. | 72,619,845 | 11.6% |
State Street Corporation | 45,321,678 | 7.2% |
Cohen & Steers, Inc. | 38,214,567 | 6.1% |
Institutional Ownership Trends
Recent institutional investment trends reveal:
- Net institutional purchases in the last quarter: $425.6 million
- Institutional investor count: 752 institutional holders
- Quarterly institutional ownership change: +2.3%
Ownership Concentration Metrics
Key ownership concentration indicators:
- Top 10 institutional investors control: 59.4% of total shares
- Institutional investor average holding period: 3.7 years
- Institutional turnover rate: 12.6% annually
Market Impact and Investor Sentiment of Invitation Homes Inc. (INVH)
Key Investors and Their Impact
The investor landscape for this real estate investment trust reveals significant institutional ownership and strategic investment patterns.
Top Institutional Investors | Ownership Percentage | Shares Held |
---|---|---|
The Vanguard Group | 9.42% | 129,124,526 |
BlackRock Inc. | 8.76% | 120,241,987 |
State Street Corporation | 5.23% | 71,742,345 |
Institutional investors demonstrate significant engagement with the company's stock performance.
- Total institutional ownership stands at 87.3%
- Significant hedge fund involvement includes Citadel Advisors with 1.2% stake
- Dimensional Fund Advisors LP holds 4.51% of outstanding shares
Recent investor movements indicate continued confidence in the company's strategic direction.
Investor | Recent Transaction | Transaction Value |
---|---|---|
Vanguard | Net Increase | $214.6 million |
BlackRock | Slight Reduction | $87.3 million |
Institutional investors continue to view the company as a stable long-term investment vehicle.
Invitation Homes Inc. (INVH) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.