Position in INVH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$203,917
New position
Shares Held
6,750
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#473
of 618 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Baron Wealth Management LLC holds $521,761 across 2 REIT - Residential names. INVH ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
4,679 | $317,844 | |
| 2 | INVH |
Invitation Homes Inc.
This page
|
6,750 | $203,917 |
All Filings in INVH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,917 | 6,750 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||