Position in INVH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,565,029
+$504,456 QoQ
Shares Held
51,805
+21.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#277
of 615 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Ethic Inc. holds $13,413,517 across 11 REIT - Residential names. INVH ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
16,273 | $3,070,552 | |
| 2 | VMRK |
Vivmark Residential
|
36,677 | $2,491,468 | |
| 3 | INVH |
Invitation Homes Inc.
This page
|
51,805 | $1,565,029 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
5,072 | $1,478,944 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,120 | $1,128,192 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
14,837 | $956,244 | |
| 7 | AMH |
American Homes 4 Rent
|
25,504 | $854,894 | |
| 8 | SUI |
Sun Communities Inc
|
6,982 | $837,211 |
All Filings in INVH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,029 | 51,805 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,060,573 | 42,679 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,011,027 | 36,381 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $692,451 | 23,609 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,232,328 | 37,571 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $992,458 | 28,478 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,153,093 | 36,068 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,618,222 | 45,894 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,624,345 | 45,259 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,634,285 | 45,894 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,657,029 | 48,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,859,125 | 58,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,600,288 | 46,520 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $900,860 | 28,846 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $320,556 | 10,815 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $434,349 | 12,862 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $351,601 | 9,882 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $394,326 | 9,814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $345,082 | 7,611 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $221,969 | 5,791 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||