Position in INVH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$306,752
-$4,739,650 QoQ
Shares Held
10,154
-94.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#427
of 615 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $18,230,784 across 7 REIT - Residential names. INVH ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
38,186 | $11,134,655 | |
| 2 | CSR |
Centerspace
|
100,038 | $5,621,135 | |
| 3 | VMRK |
Vivmark Residential
|
5,102 | $346,578 | |
| 4 | INVH |
Invitation Homes Inc.
This page
|
10,154 | $306,752 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
2,171 | $301,638 | |
| 6 | SUI |
Sun Communities Inc
|
2,299 | $275,673 | |
| 7 | AVB |
Avalonbay Communities Inc
|
1,295 | $244,353 |
All Filings in INVH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,752 | 10,154 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $5,046,402 | 172,056 | Shares | Defined | 2025-11-14 | |
| 2024-12-31 | $5,275,050 | 165,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,817,900 | 165,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $538,350 | 15,000 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||