Position in INVH
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,566
+$731 QoQ
Shares Held
224
+28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Cornerstone Planning Group LLC holds $64,538 across 15 REIT - Residential names. INVH ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
69 | $8,691 | |
| 2 | NXRT |
NexPoint Residential Trust, Inc.
|
332 | $8,300 | |
| 3 | UMH |
Umh Properties, Inc.
|
533 | $7,691 | |
| 4 | AVB |
Avalonbay Communities Inc
|
46 | $7,514 | |
| 5 | EQR |
Equity Residential
|
122 | $7,216 | |
| 6 | INVH |
Invitation Homes Inc.
This page
|
224 | $5,566 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
22 | $5,324 | |
| 8 | CPT |
Camden Property Trust
|
44 | $4,297 |
All Filings in INVH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,566 | 224 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,835 | 174 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,514 | 188 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $590 | 18 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,485 | 100 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,621 | 82 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,231 | 120 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,947 | 110 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,385 | 67 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,217 | 65 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,028 | 64 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,201 | 64 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,837 | 62 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||