Position in INVH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$145,914
+$25,889 QoQ
Shares Held
4,830
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#482
of 619 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $1,381,562 across 7 REIT - Residential names. INVH ranks #7 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
3,380 | $228,314 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | SUI |
Sun Communities Inc
|
1,775 | $212,840 | |
| 4 | UDR |
UDR, Inc.
|
5,205 | $207,783 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
695 | $202,655 | |
| 6 | AMH |
American Homes 4 Rent
|
5,095 | $170,784 | |
| 7 | INVH |
Invitation Homes Inc.
This page
|
4,830 | $145,914 |
All Filings in INVH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,914 | 4,830 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $120,025 | 4,830 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $100,182 | 3,605 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $210,589 | 7,180 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $235,504 | 7,180 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $243,950 | 7,000 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $223,790 | 7,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $245,057 | 6,950 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $252,127 | 7,025 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $250,160 | 7,025 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $236,211 | 6,925 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||