Position in INVH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$452,002
-$59,634 QoQ
Shares Held
14,962
-27.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#391
of 624 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $27,524,985 across 10 REIT - Residential names. INVH ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
282,861 | $9,481,500 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
60,646 | $8,426,155 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
14,960 | $4,362,186 | |
| 4 | CPT |
Camden Property Trust
|
17,148 | $1,963,274 | |
| 5 | UDR |
UDR, Inc.
|
41,794 | $1,668,416 | |
| 6 | INVH |
Invitation Homes Inc.
This page
|
14,962 | $452,002 | |
| 7 | MRP |
Millrose Properties, Inc.
|
13,749 | $413,157 | |
| 8 | 5,798 | $391,720 |
All Filings in INVH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,002 | 14,962 | Shares | Sole | 2026-08-12 | |
| 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 | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||