Current position

Ray Dalio’s Invitation Homes Inc (INVH) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.06MHighest verified quarter-end share count
Quarters reported10Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Invitation Homes Inc in Q1 2021. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 95.73K shares. The latest verified filing showed: Bought 305.0% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 305.0% more+72.09K shares · 95.73K shares reported after the change
Filing context

Quarter-end price $30.21 · Estimated holding basis $29.61

Q1 2026
Sold 86.6% of the position−152.69K shares · 23.64K shares remained
Filing context

Quarter-end price $24.85 · Estimated holding basis $27.79

Q4 2025
New position+176.33K shares · 176.33K shares reported
Filing context

Quarter-end price $27.79 · Estimated holding basis $27.79

Q3 2023
Sold the entire position−80.69K shares · No shares reported at quarter-end
Q2 2023
Sold 89.0% of the position−650.26K shares · 80.69K shares remained
Filing context

Quarter-end price $34.40 · Estimated holding basis $35.18

Q1 2023
Sold 31.2% of the position−330.95K shares · 730.95K shares remained
Filing context

Quarter-end price $31.23 · Estimated holding basis $35.18

Portfolio importance

How important is Invitation Homes Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#610of 997 reported positions
Peak portfolio weight0.2%Q4 2022
Best historical rank#113Q4 2022
At peak importanceQ4 2022
INVH
0.2%
Largest holding
4.3%
Cross-investor discovery

Who else owns Invitation Homes Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
INVH0.1% of reported portfolio
Explore Invitation Homes Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$27.642026-09-15

Market context only; not an investor transaction price.

Latest filing quarter-end price$30.21Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$29.61Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.