EverSource Wealth Advisors, LLC

Position in INVH — Invitation Homes Inc.

CIK 1710537 BIRMINGHAM, AL

Position in INVH

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$148,475

-$142,509 QoQ

Shares Held

5,975

-42.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $3,774,787 across 20 REIT - Residential names. INVH ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMH	American Homes 4 Rent	95,057	$2,653,986
2	MAA	Mid America Apartment Communities Inc.	1,643	$200,638
3	INVH	Invitation Homes Inc. This page	5,975	$148,475
4	AVB	Avalonbay Communities Inc	819	$133,779
5	MRP	Millrose Properties, Inc.	4,468	$125,104
6	SUI	Sun Communities Inc	982	$123,688
7	EQR	Equity Residential	1,822	$107,763
8	ESS	Essex Property Trust, Inc.	265	$64,130

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$148,475	5,975	-42.9%	Shares	Sole	2026-05-18
2025-12-31	$290,984	10,471	+139.7%	Shares	Sole	2026-02-06
2025-09-30	$128,110	4,368	-29.2%	Shares	Sole	2025-11-10
2025-06-30	$202,274	6,167	+396.5%	Shares	Sole	2025-08-13
2025-03-31	$43,282	1,242	-72.1%	Shares	Sole	2025-05-13
2024-12-31	$142,361	4,453	+3772.2%	Shares	Sole	2025-02-10
2024-09-30	$4,054	115	+57.5%	Shares	Sole	2024-11-08
2024-06-30	$2,619	73	+78.0%	Shares	Sole	2024-08-13
2024-03-31	$1,459	41	-12.8%	Shares	Sole	2024-06-11
2023-12-31	$1,603	47	-91.3%	Shares	Sole	2024-02-09
2023-09-30	$17,144	541	-15.5%	Shares	Sole	2023-11-03
2023-06-30	$22,015	640	+7.9%	Shares	Sole	2023-08-04
2023-03-31	$18,518	593	+117.2%	Shares	Sole	2023-05-11
2022-12-31	$8,091	273	+48.4%	Shares	Sole	2023-02-09
2022-09-30	$6,213	184	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.