Position in INVH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$348,834
New position
Shares Held
11,547
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#416
of 615 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Aprio Wealth Management, LLC holds $2,163,897 across 7 REIT - Residential names. INVH ranks #1 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
This page
|
11,547 | $348,834 | |
| 2 | VMRK |
Vivmark Residential
|
5,035 | $342,027 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
2,400 | $333,456 | |
| 4 | UDR |
UDR, Inc.
|
7,928 | $316,485 | |
| 5 | AVB |
Avalonbay Communities Inc
|
1,638 | $309,074 | |
| 6 | CPT |
Camden Property Trust
|
2,633 | $301,452 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
729 | $212,569 |
All Filings in INVH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,834 | 11,547 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||