Position in INVH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$575,530
+$214,584 QoQ
Shares Held
19,051
+31.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#361
of 619 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $2,051,535 across 7 REIT - Residential names. INVH ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
This page
|
19,051 | $575,530 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,188 | $304,000 | |
| 3 | SUI |
Sun Communities Inc
|
2,419 | $290,062 | |
| 4 | UDR |
UDR, Inc.
|
6,022 | $240,398 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
3,349 | $215,843 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
12,875 | $214,883 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
723 | $210,819 |
All Filings in INVH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,530 | 19,051 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $360,946 | 14,525 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $452,838 | 16,295 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||