Position in INVH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$229,867
+$18,413 QoQ
Shares Held
7,609
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#463
of 619 holders
Holding Since
Mar 2023
13 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, 2026Morton Capital Management LLC/CA holds $436,021 across 2 REIT - Residential names. INVH ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
This page
|
7,609 | $229,867 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
707 | $206,154 |
All Filings in INVH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,867 | 7,609 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $211,454 | 7,609 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $223,171 | 7,609 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $249,575 | 7,609 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $265,173 | 7,609 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $243,259 | 7,609 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $268,293 | 7,609 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $273,087 | 7,609 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $270,956 | 7,609 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $259,542 | 7,609 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $239,449 | 7,556 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $259,926 | 7,556 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $235,973 | 7,556 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||