Position in INVH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$120,960
+$22,579 QoQ
Shares Held
4,004
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 618 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $251,903 across 9 REIT - Residential names. INVH ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
This page
|
4,004 | $120,960 | |
| 2 | AVB |
Avalonbay Communities Inc
|
351 | $66,230 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
235 | $32,650 | |
| 4 | VMRK |
Vivmark Residential
|
334 | $22,688 | |
| 5 | CPT |
Camden Property Trust
|
41 | $4,694 | |
| 6 | ELME |
Elme Communities
|
1,060 | $1,568 | |
| 7 | UDR |
UDR, Inc.
|
35 | $1,397 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4 | $1,166 |
All Filings in INVH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,960 | 4,004 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $98,381 | 3,959 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $110,298 | 3,969 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $115,648 | 3,943 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $131,298 | 4,003 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $138,424 | 3,972 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $125,418 | 3,923 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $139,312 | 3,951 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $141,155 | 3,933 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $141,086 | 3,962 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $150,288 | 4,406 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $137,661 | 4,344 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $149,261 | 4,339 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $135,506 | 4,339 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $140,760 | 4,749 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $146,798 | 4,347 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $157,050 | 4,414 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $180,368 | 4,489 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $289,223 | 6,379 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $246,270 | 6,425 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $293,733 | 7,877 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $250,513 | 7,831 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||