Position in INVH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$177,801
-$31,207 QoQ
Shares Held
7,155
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1.2299091544374563.ToString("F0")%
Shared 0.ToString("F0")%
None 98.77009084556254.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $7,495,951 across 19 REIT - Residential names. INVH ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
34,434 | $4,205,080 | |
| 2 | AVB |
Avalonbay Communities Inc
|
6,852 | $1,119,274 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
3,258 | $788,436 | |
| 4 | AMH |
American Homes 4 Rent
|
23,653 | $660,391 | |
| 5 | INVH |
Invitation Homes Inc.
This page
|
7,155 | $177,801 | |
| 6 | MRP |
Millrose Properties, Inc.
|
4,704 | $131,712 | |
| 7 | EQR |
Equity Residential
|
1,580 | $93,457 | |
| 8 | UDR |
UDR, Inc.
|
2,323 | $78,470 |
All Filings in INVH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||