Position in INVH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,851,363
-$1,578,724 QoQ
Shares Held
114,743
-28.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.791080937399231.ToString("F0")%
Shared 0.ToString("F0")%
None 96.20891906260077.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CWM, LLC holds $29,972,280 across 20 REIT - Residential names. INVH ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
147,122 | $17,966,538 | |
| 2 | INVH |
Invitation Homes Inc.
This page
|
114,743 | $2,851,363 | |
| 3 | AMH |
American Homes 4 Rent
|
92,217 | $2,574,698 | |
| 4 | MRP |
Millrose Properties, Inc.
|
46,988 | $1,315,664 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,836 | $789,960 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
|
4,532 | $570,850 | |
| 8 | EQR |
Equity Residential
|
9,211 | $544,830 |
All Filings in INVH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,851,363 | 114,743 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,430,087 | 159,413 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,333,765 | 113,664 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,555,677 | 77,917 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $226,838 | 6,509 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $187,791 | 5,874 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $256,869 | 7,285 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $248,861 | 6,934 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $249,483 | 7,006 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $252,345 | 7,398 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $208,837 | 6,590 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $205,780 | 5,982 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $145,032 | 4,644 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $116,277 | 3,923 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $79,460 | 2,353 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $46,894 | 1,318 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $61,515 | 1,531 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $23,486 | 518 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $149 | 4 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $127 | 4 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $118 | 4 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $111 | 4 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $110 | 4 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $85 | 4 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||