Position in INVH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,633,009
+$9,454,107 QoQ
Shares Held
517,478
+108.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#111
of 618 holders
Holding Since
Dec 2020
17 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, 2026Creative Planning holds $125,958,244 across 15 REIT - Residential names. INVH ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
213,452 | $29,657,020 | |
| 2 | AVB |
Avalonbay Communities Inc
|
96,561 | $18,220,094 | |
| 3 | AMH |
American Homes 4 Rent
|
490,138 | $16,429,425 | |
| 4 | VMRK |
Vivmark Residential
|
241,376 | $16,396,671 | |
| 5 | INVH |
Invitation Homes Inc.
This page
|
517,478 | $15,633,009 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
39,173 | $11,422,454 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62,518 | $4,029,284 | |
| 8 | CPT |
Camden Property Trust
|
34,760 | $3,979,671 |
All Filings in INVH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,633,009 | 517,478 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,178,902 | 248,648 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,191,116 | 186,798 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,654,716 | 90,512 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,478,754 | 45,084 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,254,634 | 36,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,030,872 | 32,245 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $921,307 | 26,129 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $916,234 | 25,529 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $812,976 | 22,830 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $525,396 | 15,403 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $476,458 | 15,035 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $541,008 | 15,727 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $327,352 | 10,482 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $332,668 | 9,851 | Shares | Sole | 2022-11-03 | |
| 2021-03-31 | $212,349 | 6,638 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $290,584 | 9,784 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||