Position in INVH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$221,258
+$43,457 QoQ
Shares Held
7,324
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 623 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. INVH ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
41,083 | $5,708,072 | |
| 2 | AVB |
Avalonbay Communities Inc
|
22,199 | $1,499,708 | |
| 3 | AMH |
American Homes 4 Rent
|
32,101 | $1,076,025 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
3,371 | $982,949 | |
| 5 | INVH |
Invitation Homes Inc.
This page
|
7,324 | $221,258 | |
| 6 | MRP |
Millrose Properties, Inc.
|
5,249 | $157,732 | |
| 7 | UDR |
UDR, Inc.
|
2,643 | $105,508 | |
| 8 | VMRK |
Vivmark Residential
|
1,524 | $103,525 |
All Filings in INVH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,258 | 7,324 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $177,801 | 7,155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $209,008 | 7,521 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,123,163 | 38,294 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,203,136 | 36,681 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $49,208 | 1,412 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $44,630 | 1,396 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $24,470 | 694 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $23,579 | 657 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,148 | 285 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,231 | 212 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $13,309 | 420 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $11,386 | 331 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,338 | 267 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,469 | 252 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $57,881 | 1,714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,992 | 590 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,004 | 249 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $16,231 | 358 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,147 | 343 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||