Position in INVH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,904,348
-$1,041,812 QoQ
Shares Held
277,841
-2.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Chevy Chase Trust Holdings, LLC holds $58,662,178 across 7 REIT - Residential names. INVH ranks #6 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
70,357 | $11,492,815 | |
| 2 | UDR |
UDR, Inc.
|
311,044 | $10,507,065 | |
| 3 | EQR |
Equity Residential
|
170,194 | $10,066,974 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
31,747 | $7,682,774 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
57,591 | $7,033,012 | |
| 6 | INVH |
Invitation Homes Inc.
This page
|
277,841 | $6,904,348 | |
| 7 | CPT |
Camden Property Trust
|
50,944 | $4,975,190 |
All Filings in INVH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,904,348 | 277,841 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,946,160 | 285,936 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,441,730 | 287,819 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,875,882 | 301,094 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $10,412,900 | 298,792 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $9,557,910 | 298,965 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $10,771,048 | 305,475 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,282,810 | 314,372 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $11,343,316 | 318,543 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $10,960,702 | 321,334 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $10,246,770 | 323,344 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $11,504,150 | 334,423 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $10,541,342 | 337,539 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $9,901,982 | 334,075 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,956,571 | 354,059 | Shares | Defined | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||