Position in INVH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$263,129
New position
Shares Held
8,710
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#453
of 623 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Alpha Family Trust holds $477,791 across 2 REIT - Residential names. INVH ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
This page
|
8,710 | $263,129 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,545 | $214,662 |
All Filings in INVH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,129 | 8,710 | Shares | Defined | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||