WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in INVH — Invitation Homes Inc.
CIK 1632972
PLYMOUTH, MN
Position in INVH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,574,628
+$1,244,394 QoQ
Shares Held
118,326
+26.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 106 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. INVH ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
140,661 | $19,543,439 | |
| 2 | SUI |
Sun Communities Inc
|
62,709 | $7,519,436 | |
| 3 | AMH |
American Homes 4 Rent
|
171,746 | $5,756,925 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
15,297 | $4,460,452 | |
| 5 | INVH |
Invitation Homes Inc.
This page
|
118,326 | $3,574,628 | |
| 6 | MRP |
Millrose Properties, Inc.
|
107,150 | $3,219,857 | |
| 7 | AVB |
Avalonbay Communities Inc
|
9,589 | $1,809,348 | |
| 8 | CPT |
Camden Property Trust
|
13,206 | $1,511,954 |
All Filings in INVH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,574,628 | 118,326 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,330,234 | 93,772 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,640,022 | 94,999 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,652,628 | 56,346 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,908,632 | 58,190 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $519,718 | 14,913 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $436,230 | 13,645 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $454,325 | 12,885 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $435,453 | 12,133 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $225,055 | 6,320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $251,697 | 7,379 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $223,002 | 7,037 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||