Position in INVH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$272,584
+$50,848 QoQ
Shares Held
9,023
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#445
of 619 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Morling Financial Advisors, LLC holds $491,275 across 2 REIT - Residential names. INVH ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
This page
|
9,023 | $272,584 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,574 | $218,691 |
All Filings in INVH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,584 | 9,023 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $221,736 | 8,923 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $247,331 | 8,900 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||