Position in INVH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$511,636
-$1,211,927 QoQ
Shares Held
20,589
-66.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 3.876044297649116.ToString("F0")%
Shared 0.ToString("F0")%
None 96.12395570235088.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $27,405,161 across 10 REIT - Residential names. INVH ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
573,628 | $16,015,693 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
30,092 | $3,674,835 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
9,654 | $2,336,268 | |
| 4 | CPT |
Camden Property Trust
|
13,547 | $1,323,000 | |
| 5 | UDR |
UDR, Inc.
|
37,978 | $1,282,896 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
15,304 | $955,275 | |
| 7 | SUI |
Sun Communities Inc
|
7,232 | $910,942 | |
| 8 | INVH |
Invitation Homes Inc.
This page
|
20,589 | $511,636 |
All Filings in INVH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $511,636 | 20,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,723,563 | 62,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,775,110 | 60,522 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,065,744 | 62,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,875,139 | 53,806 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,663,207 | 52,024 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||