UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in INVH — Invitation Homes Inc.
CIK 1463217
IRVING, TX
Position in INVH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$862,314
+$370,508 QoQ
Shares Held
28,544
+44.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#325
of 615 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,523,291 across 10 REIT - Residential names. INVH ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
15,345 | $1,042,385 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,759 | $939,095 | |
| 3 | INVH |
Invitation Homes Inc.
This page
|
28,544 | $862,314 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,953 | $861,065 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,424 | $834,764 | |
| 6 | MRP |
Millrose Properties, Inc.
|
17,112 | $514,215 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
6,709 | $432,395 | |
| 8 | UDR |
UDR, Inc.
|
9,177 | $366,345 |
All Filings in INVH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,314 | 28,544 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $491,806 | 19,791 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $266,950 | 9,606 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $394,019 | 13,434 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $584,988 | 17,835 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $492,709 | 14,138 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $514,237 | 16,085 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $618,566 | 17,543 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $645,661 | 17,990 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $632,754 | 17,769 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $675,071 | 19,791 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $706,591 | 22,297 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $929,109 | 27,009 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $956,637 | 30,632 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $999,816 | 33,732 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,243,006 | 36,808 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,404,662 | 39,479 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,600,409 | 39,831 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,862,385 | 41,076 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,511,811 | 39,442 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,468,853 | 39,390 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,077,999 | 33,698 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,641,816 | 55,280 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,905,251 | 68,069 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,298,121 | 83,477 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,712,143 | 80,119 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||