Position in INVH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,929,094
+$7,393,484 QoQ
Shares Held
427,974
+92.1% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 615 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $209,524,402 across 15 REIT - Residential names. INVH ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
264,367 | $49,883,409 | |
| 2 | SUI |
Sun Communities Inc
|
247,912 | $29,727,127 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
182,219 | $25,317,507 | |
| 4 | CPT |
Camden Property Trust
|
206,434 | $23,634,628 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
327,727 | $21,122,005 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
53,002 | $15,454,853 | |
| 7 | INVH |
Invitation Homes Inc.
This page
|
427,974 | $12,929,094 | |
| 8 | MRP |
Millrose Properties, Inc.
|
336,675 | $10,117,083 |
All Filings in INVH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,929,094 | 427,974 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,535,610 | 222,761 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,539,718 | 379,263 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,700,342 | 501,205 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,169,744 | 492,980 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $19,220,715 | 551,527 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $18,376,451 | 574,803 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,438,414 | 551,288 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,104,540 | 588,034 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,264,974 | 540,999 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $25,593,312 | 750,317 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,744,049 | 749,260 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,404,068 | 535,002 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $16,897,210 | 541,057 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,077,956 | 508,703 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $16,546,793 | 489,985 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,556,227 | 465,324 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,095,947 | 425,484 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $20,155,216 | 444,535 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $15,769,536 | 411,415 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $13,859,984 | 371,681 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,238,094 | 382,560 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $11,247,984 | 378,720 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,545,848 | 376,772 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $10,387,839 | 377,328 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $8,061,811 | 377,249 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||