Welcome to our dedicated page for Invitation Homes SEC filings (Ticker: INVH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Invitation Homes Inc. (INVH) SEC filings page on Stock Titan aggregates the company’s regulatory disclosures, giving investors direct access to the documents that describe its single-family rental business, capital structure, and governance. Invitation Homes is an S&P 500 real estate company classified as a lessor of residential buildings and dwellings, and it uses SEC filings to report material events, financial results, and financing transactions.
Among the most important filings for Invitation Homes are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide comprehensive information on its portfolio of single-family rental homes, operating results, risk factors, and accounting policies. These reports typically include detail on revenues, property operating and maintenance expenses, net income available to common stockholders, and non-GAAP measures such as FFO, Core FFO, AFFO, and Same Store NOI that the company uses to evaluate performance.
The company also files numerous current reports on Form 8-K to disclose specific events. Recent 8-K filings have covered quarterly earnings releases, Investor Day and investor presentation materials, leadership changes, and the creation of direct financial obligations such as the 4.950% Senior Notes due 2033 issued by its operating partnership. These filings describe the terms of the notes, guarantee structure, restrictive covenants, and events of default, providing insight into the company’s financing strategy and balance sheet.
Investors interested in capital markets activity and debt structure can review 8-K exhibits that include indentures, supplemental indentures, and underwriting agreements. Governance-related 8-K items outline departures and appointments of certain officers and clarify that such changes are not due to disagreements on strategy or operations.
On Stock Titan, Invitation Homes filings are updated in near real time as they appear on EDGAR. AI-powered tools summarize lengthy documents such as 10-Ks, 10-Qs, and complex 8-Ks, highlight key metrics and covenants, and help explain how non-GAAP measures like Core FFO and AFFO relate to the underlying GAAP results. Users can also quickly locate Form 4 insider transaction reports, proxy statements, and registration statements to build a fuller picture of ownership, compensation, and capital raising activity.
By using this filings page, investors can move from raw SEC documents to clearer insights into Invitation Homes’ single-family rental platform, financial performance, and governance framework, without manually parsing every line of each filing.
Invitation Homes Inc. furnished an investor presentation describing its single-family rental platform, current demand drivers, and capital structure. The company highlights Jan–Feb 2026 same-store occupancy of 96.0% and blended rental rate growth of 1.5%, with renewal rent growth of 3.8% and new lease rates down 3.4%.
The presentation emphasizes resident satisfaction, with a 4.09/5.0 cumulative online rating, a 95.9% same-store occupancy rate and an average resident tenure above 39 months as of the quarter ended December 31, 2025. Management cites strong balance sheet metrics, including 5.3x net debt to trailing twelve-month adjusted EBITDA, about $1.7 billion of liquidity, roughly 90% of real estate unencumbered, and approximately 94% of debt fixed or swapped to fixed.
Growth initiatives include construction lending, third-party management and the ResiBuilt acquisition, which has built over 4,200 homes since 2018 and is expected to add $0.02 per share to 2026 AFFO. The company also reports around 24,000 joint venture and third-party managed homes generating $87 million of 2025 revenue and positions its scale, market selection and technology as key competitive advantages.
Invitation Homes Inc. reported that EVP and Chief Operating Officer Timothy J. Lobner had performance-based restricted stock units vest on February 23, 2026, resulting in an acquisition of 5,336 shares of common stock at $0.00 per share.
To cover tax withholding obligations tied to this vesting, 2,265 shares were disposed of at the closing trading price of $25.66 per share on that date. After these transactions, Lobner directly owned 144,607 shares of Invitation Homes common stock.
Invitation Homes Inc. executive Mark A. Solls, EVP & CLO, reported equity compensation activity involving the company’s common stock. He acquired 7,510 shares on a grant/award basis at $0.00 per share, reflecting vested restricted stock units earned after meeting performance criteria on a prior performance-based award.
To cover tax withholding obligations tied to this vesting, 2,629 shares were disposed of at $25.66 per share, based on the closing trading price of the stock on February 23, 2026. After these transactions, Solls directly owned 203,379 common shares of Invitation Homes.
Invitation Homes Inc. executive Kimberly K. Norrell, EVP & CAO, reported equity compensation activity in the company’s common stock. She acquired 7,478 shares through vested restricted stock units that were earned after meeting performance criteria from a prior performance-based award. To cover related tax withholding obligations, 2,075 shares were disposed of by share withholding at a price of $25.66 per share, reflecting the closing trading price on February 23, 2026. After these transactions, she directly owned 160,575 shares of Invitation Homes common stock.
Invitation Homes Inc. executive vice president and CFO Jonathan S. Olsen reported equity compensation activity in company common stock. He acquired 9,486 shares through vested performance-based restricted stock units and had 3,902 shares withheld at $25.66 per share to cover related tax obligations, leaving him with 46,861 directly owned shares.
Invitation Homes Inc. President and CEO Dallas B. Tanner reported equity compensation activity involving the company’s common stock. He acquired 59,288 shares through vested restricted stock units that were earned after meeting performance criteria from a prior performance-based award. On the same day, 23,329 shares were disposed of to cover tax withholding obligations tied to this vesting, using the stock’s closing trading price of 25.6600 per share. After these transactions, he directly held 647,870 common shares.
Invitation Homes Inc., a Maryland-based REIT, files its Annual Report describing a large single-family rental housing platform. As of December 31, 2025, it wholly owns 86,192 homes, jointly owns 8,006, and manages 15,866 additional homes across 16 core U.S. markets.
The company emphasizes a vertically integrated model covering acquisition, development, renovation, leasing, and maintenance, supported by local market teams and centralized technology. It highlights partnerships with homebuilders, an internal builder (ResiBuilt), and a developer lending program to expand supply of purpose-built rental homes.
Key risk themes include macroeconomic conditions and inflation, rising property taxes and insurance, regulatory and political scrutiny of institutional single-family ownership, tenant-rights and rent regulations, climate and natural disaster exposure, cybersecurity and data privacy, and maintaining REIT status. As of February 18, 2026, 609,386,093 common shares were outstanding, and as of June 30, 2025, non-affiliate market value was approximately $20.1 billion.
Invitation Homes Inc. reported steady growth for Q4 and full-year 2025 and issued its 2026 outlook. Q4 2025 diluted EPS was $0.24 versus $0.23 a year earlier, with total quarterly revenues rising to $685 million from $659 million. Full-year 2025 diluted EPS increased to $0.96 from $0.74 as revenues reached $2,729 million, up from $2,619 million.
Key REIT metrics improved modestly: 2025 Core FFO per share rose to $1.91 from $1.88 and AFFO per share to $1.63 from $1.60, while Same Store NOI grew 2.3% on 2.4% Same Store Core Revenue growth. The company closed 2025 with 110,064 homes owned and/or managed, $1,735 million of available liquidity, net debt/TTM adjusted EBITDAre of 5.3x, and no debt maturing before June 2027. In January 2026 it acquired build-to-rent developer ResiBuilt for $89 million plus up to $7.5 million in earn-outs, expected to be modestly accretive to 2026 AFFO per share. Management’s 2026 guidance targets Core FFO per share of $1.90–$1.98 and AFFO per share of $1.60–$1.68, and the board has authorized a $500 million share repurchase program, of which about $100 million has been used to repurchase 3,635,324 shares.
Cohen & Steers, Inc. filed an amended Schedule 13G reporting a significant passive stake in Invitation Homes, Inc. common stock. As of 12/31/2025, Cohen & Steers, Inc. beneficially owned 57,464,854 shares, representing 9.37% of the class, with sole voting power over 43,398,454 shares.
The stake is held through several affiliated investment advisers, including Cohen & Steers Capital Management, Inc., Cohen & Steers UK Ltd, Cohen & Steers Asia Ltd, and Cohen & Steers Ireland Ltd, for the benefit of their account holders. The filing certifies that the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Invitation Homes.
Invitation Homes Inc. reported that Mark Solls, its Executive Vice President, Chief Legal Officer and Secretary, has informed the board of his plan to retire by the end of fiscal 2026. His retirement will become effective once a successor is appointed. After that, he has agreed to stay on in an advisory role, helping transition his responsibilities and providing strategic advice to the President and Chief Executive Officer and senior management.
The company has started a comprehensive search for a new Chief Legal Officer and Secretary and will evaluate both internal and external candidates, with the final decision to be announced publicly when required. The company stated that Mr. Solls’ decision to retire is not due to any disagreement regarding its strategy, operations, performance, policies, or practices.