Position in INVH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$74,412,695
-$9,379,814 QoQ
Shares Held
2,994,475
-0.7% QoQ
Ownership
0.504%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 80.69544744905201.ToString("F0")%
Shared 0.004842251145860292.ToString("F0")%
None 19.299710299802136.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Bank of New York Mellon Corp holds $1,022,852,767 across 20 REIT - Residential names. INVH ranks #9 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
831,941 | $135,897,554 | |
| 2 | EQR |
Equity Residential
|
2,051,626 | $121,353,667 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
464,465 | $112,400,530 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
1,461,779 | $91,244,241 | |
| 5 | SUI |
Sun Communities Inc
|
682,504 | $85,968,199 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
645,729 | $78,856,417 | |
| 7 | AMH |
American Homes 4 Rent
|
2,785,688 | $77,776,402 | |
| 8 | UDR |
UDR, Inc.
|
2,219,944 | $74,989,700 |
All Filings in INVH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,412,695 | 2,994,475 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $83,792,509 | 3,015,204 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $95,790,921 | 3,265,971 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $114,169,611 | 3,480,781 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $122,524,681 | 3,515,773 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $116,786,176 | 3,652,993 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $129,079,765 | 3,660,799 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $144,686,327 | 4,031,383 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $146,512,956 | 4,114,377 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $145,434,152 | 4,263,681 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $136,039,936 | 4,292,835 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $151,728,592 | 4,410,715 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $140,374,160 | 4,494,850 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $137,302,908 | 4,632,352 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $148,106,128 | 4,385,731 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $89,288,399 | 2,509,511 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $95,629,321 | 2,380,023 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $107,966,052 | 2,381,254 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $90,923,394 | 2,372,121 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $85,930,886 | 2,304,395 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $70,675,407 | 2,209,297 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $67,026,333 | 2,394,653 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $66,343,358 | 2,409,857 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $77,082,441 | 3,607,040 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||