Position in INVH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$201,830
+$53,355 QoQ
Shares Held
6,681
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#478
of 623 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,143,843 across 19 REIT - Residential names. INVH ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
20,239 | $678,408 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
3,305 | $459,192 | |
| 3 | INVH |
Invitation Homes Inc.
This page
|
6,681 | $201,830 | |
| 4 | MRP |
Millrose Properties, Inc.
|
5,070 | $152,349 | |
| 5 | AVB |
Avalonbay Communities Inc
|
1,827 | $123,400 | |
| 6 | VMRK |
Vivmark Residential
|
1,500 | $101,892 | |
| 7 | SUI |
Sun Communities Inc
|
756 | $90,647 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,195 | $77,015 |
All Filings in INVH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,830 | 6,681 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $148,475 | 5,975 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $290,984 | 10,471 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $128,110 | 4,368 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $202,274 | 6,167 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,282 | 1,242 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $142,361 | 4,453 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,054 | 115 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,619 | 73 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,459 | 41 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,603 | 47 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,144 | 541 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,015 | 640 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $18,518 | 593 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,091 | 273 | 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. | ||||||