Position in INVH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$56,508
-$6,686 QoQ
Shares Held
2,274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Derivatives in INVH
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$4,182,153
PutShares
118,609
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, 2026Fulcrum Asset Management LLP holds $368,179 across 11 REIT - Residential names. INVH ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
2,282 | $63,713 | |
| 2 | INVH |
Invitation Homes Inc.
This page
|
2,274 | $56,508 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
330 | $40,299 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
552 | $34,455 | |
| 5 | AVB |
Avalonbay Communities Inc
|
189 | $30,873 | |
| 6 | CPT |
Camden Property Trust
|
301 | $29,395 | |
| 7 | UDR |
UDR, Inc.
|
801 | $27,057 | |
| 8 | SUI |
Sun Communities Inc
|
211 | $26,577 |
All Filings in INVH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,508 | 2,274 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $63,194 | 2,274 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $66,696 | 2,274 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $74,587 | 2,274 | Shares | Sole | 2025-11-24 | |
| 2024-09-30 | $4,182,153 | 118,609 | Put | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||