UBS Group AG

Position in INVH — Invitation Homes Inc.

CIK 1610520 ZURICH, V8

Back to INVH Full portfolio

Position in INVH

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$111,855,017

+$15,690,114 QoQ

Shares Held

4,501,208

+30.1% QoQ

Ownership

0.758%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.25504620093095.ToString("F0")% Shared 0.ToString("F0")% None 1.74495379906905.ToString("F0")%

Common Shares in INVH Over Time

Shares Held

Position Value (USD)

Derivatives in INVH

reported options exposure · as of Jun 30, 2025

CallValue

CallShares

PutValue

$1,640,000

PutShares

50,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Residential

Real Estate · as of Mar 31, 2026

UBS Group AG holds $821,324,876 across 22 REIT - Residential names. INVH ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMH	American Homes 4 Rent	5,032,699	$140,512,955
2	INVH	Invitation Homes Inc. This page	4,501,208	$111,855,017
3	AVB	Avalonbay Communities Inc	598,886	$97,828,026
4	EQR	Equity Residential	1,598,436	$94,547,487
5	MAA	Mid America Apartment Communities Inc.	690,447	$84,317,385
6	UDR	UDR, Inc.	2,031,804	$68,634,337
7	ELS	Equity Lifestyle Properties Inc	953,668	$59,527,956
8	ESS	Essex Property Trust, Inc.	182,801	$44,237,842

All Filings in INVH

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$111,855,017	4,501,208	+30.1%	Shares	Defined	2026-05-05
2025-12-31	$96,164,903	3,460,414	-30.5%	Shares	Defined	2026-01-29
2025-09-30	$145,965,700	4,976,669	+97.4%	Shares	Defined	2025-11-13
2025-06-30	$82,680,926	2,520,760	+4941.5%	Shares	Defined	2025-08-14
2025-06-30	$1,640,000	50,000	-97.9%	Put	Defined	2025-08-14
2025-03-31	$84,028,053	2,411,135	+21428.0%	Shares	Defined	2025-05-13
2024-12-31	$358,064	11,200	-99.5%	Call	Defined	2025-02-14
2024-12-31	$65,932,560	2,062,326	+24451.5%	Shares	Defined	2025-02-14
2024-09-30	$296,184	8,400	-99.6%	Call	Defined	2024-11-14
2024-09-30	$69,627,990	1,974,702	+32.6%	Shares	Defined	2024-11-14
2024-06-30	$53,453,522	1,489,371	-9.3%	Shares	Defined	2024-08-14
2024-03-31	$58,481,233	1,642,270	+839.4%	Shares	Defined	2024-05-13
2023-12-31	$5,963,346	174,827	-69.9%	Shares	Defined	2024-02-09
2023-09-30	$18,387,929	580,244	+1060.5%	Shares	Defined	2023-11-09
2023-09-30	$1,584,500	50,000	-95.4%	Call	Defined	2023-11-09
2023-06-30	$37,726,994	1,096,715	+2093.4%	Shares	Defined	2023-08-11
2023-06-30	$1,720,000	50,000	-91.0%	Call	Defined	2023-08-11
2023-03-31	$17,355,227	555,723	+622.7%	Shares	Defined	2023-05-12
2023-03-31	$2,401,587	76,900	-16.0%	Call	Defined	2023-05-12
2023-03-31	$2,857,545	91,500	-85.8%	Put	Defined	2023-05-12
2022-12-31	$19,100,489	644,416	-15.9%	Shares	Defined	2023-02-08
2022-09-30	$25,864,711	765,908	+0.3%	Shares	Defined	2022-11-10
2022-06-30	$27,182,585	763,985	-22.0%	Shares	Defined	2022-08-10
2022-03-31	$39,349,920	979,341	-7.8%	Shares	Defined	2022-05-16
2021-12-31	$48,175,652	1,062,542	-33.2%	Shares	Defined	2022-02-14
2021-09-30	$60,944,545	1,589,996	+6.4%	Shares	Defined	2021-11-15
2021-06-30	$55,709,505	1,493,953	+59.2%	Shares	Defined	2021-08-13
2021-03-31	$30,011,289	938,146	+67.2%	Shares	Defined	2021-05-12
2020-12-31	$16,664,461	561,093	-57.0%	Shares	Defined	2021-02-11
2020-09-30	$36,542,566	1,305,558	+24.6%	Shares	Defined	2020-11-12
2020-06-30	$28,845,383	1,047,780	+71.3%	Shares	Defined	2020-07-31
2020-03-31	$13,074,549	611,818	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.