Position in INVH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,659,102
+$732,918 QoQ
Shares Held
54,919
+47.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 618 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $21,153,464 across 13 REIT - Residential names. INVH ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
45,627 | $6,339,415 | |
| 2 | AMH |
American Homes 4 Rent
|
63,961 | $2,143,972 | |
| 3 | VMRK |
Vivmark Residential
|
24,859 | $1,688,671 | |
| 4 | MRP |
Millrose Properties, Inc.
|
55,982 | $1,682,259 | |
| 5 | INVH |
Invitation Homes Inc.
This page
|
54,919 | $1,659,102 | |
| 6 | UDR |
UDR, Inc.
|
39,634 | $1,582,189 | |
| 7 | AVB |
Avalonbay Communities Inc
|
7,843 | $1,479,895 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4,985 | $1,453,576 |
All Filings in INVH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,102 | 54,919 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $926,184 | 37,271 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,348,259 | 48,516 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,085,122 | 36,997 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,298,224 | 39,580 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $542,231 | 15,559 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $515,356 | 16,120 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $569,977 | 16,165 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $544,235 | 15,164 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $379,745 | 10,664 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $434,902 | 12,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $412,920 | 13,030 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $321,605 | 9,349 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $295,310 | 9,456 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,459 | 8,585 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $285,761 | 8,462 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||