Position in INVH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$519,370
+$303,164 QoQ
Shares Held
17,192
+121.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#372
of 615 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $7,560,757 across 11 REIT - Residential names. INVH ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
20,255 | $2,814,229 | |
| 2 | AVB |
Avalonbay Communities Inc
|
3,853 | $727,022 | |
| 3 | AMH |
American Homes 4 Rent
|
19,885 | $666,545 | |
| 4 | SUI |
Sun Communities Inc
|
5,306 | $636,242 | |
| 5 | INVH |
Invitation Homes Inc.
This page
|
17,192 | $519,370 | |
| 6 | UDR |
UDR, Inc.
|
11,098 | $443,032 | |
| 7 | MRP |
Millrose Properties, Inc.
|
14,488 | $435,364 | |
| 8 | VMRK |
Vivmark Residential
|
6,144 | $417,361 |
All Filings in INVH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,370 | 17,192 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $216,206 | 7,780 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $208,263 | 5,976 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||