Bank Julius Baer & Co. Ltd, Zurich
BankPosition in INVH — Invitation Homes Inc.
CIK 1544599
ZURICH, V8
Position in INVH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$72,806
+$12,918 QoQ
Shares Held
2,410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 615 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $445,175 across 7 REIT - Residential names. INVH ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
303 | $88,351 | |
| 2 | VMRK |
Vivmark Residential
|
1,190 | $80,836 | |
| 3 | INVH |
Invitation Homes Inc.
This page
|
2,410 | $72,806 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
510 | $70,859 | |
| 5 | SUI |
Sun Communities Inc
|
566 | $67,869 | |
| 6 | AVB |
Avalonbay Communities Inc
|
340 | $64,154 | |
| 7 | MRP |
Millrose Properties, Inc.
|
10 | $300 |
All Filings in INVH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,806 | 2,410 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $59,888 | 2,410 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $66,973 | 2,410 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $70,685 | 2,410 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $79,048 | 2,410 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $83,988 | 2,410 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $69,822 | 2,184 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $366,809 | 10,403 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378,137 | 10,536 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $383,875 | 10,780 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $82,205 | 2,410 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $77,323 | 2,440 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $81,390 | 2,366 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $75,264 | 2,410 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $71,432 | 2,410 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $666,383 | 19,733 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $744,120 | 20,914 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $691,537 | 17,211 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,144,290 | 25,238 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $748,814 | 19,536 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $880,006 | 23,599 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,057,621 | 33,061 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $323,997 | 10,909 | Shares | Sole | 2021-02-24 | |
| No filing history on record for this holder in this stock. | ||||||