SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in INVH — Invitation Homes Inc.
CIK 1531593
NEW YORK, NY
Position in INVH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,920
+$13,609 QoQ
Shares Held
527
+466.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#526
of 615 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Derivatives in INVH
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$4,872
PutShares
228
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $628,612 across 7 REIT - Residential names. INVH ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,174 | $410,212 | |
| 2 | UDR |
UDR, Inc.
|
3,472 | $138,602 | |
| 3 | VMRK |
Vivmark Residential
|
782 | $53,121 | |
| 4 | INVH |
Invitation Homes Inc.
This page
|
527 | $15,920 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
15 | $4,373 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
27 | $3,751 | |
| 7 | CPT |
Camden Property Trust
|
23 | $2,633 |
All Filings in INVH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,920 | 527 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,311 | 93 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $23,260 | 837 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,479 | 971 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,595 | 384 | Shares | Sole | 2025-08-12 | |
| 2024-03-31 | $21,366 | 600 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $26,144 | 760 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,602 | 1,140 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,277 | 1,089 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,918 | 501 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $32,022 | 900 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $36,162 | 900 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $671,032 | 14,800 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $432,564 | 11,600 | Shares | Sole | 2021-07-19 | |
| 2020-03-31 | $4,872 | 228 | Put | Sole | 2020-04-28 | |
| 2020-03-31 | $393,208 | 18,400 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||