Position in INVH
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$208,225,155
-$20,966,644 QoQ
Shares Held
8,379,282
+1.6% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.13976806127303.ToString("F0")%
Shared 6.83274533545953.ToString("F0")%
None 1.02748660326744.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. INVH ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
This page
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in INVH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,225,155 | 8,379,282 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $229,191,799 | 8,247,276 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $242,960,713 | 8,283,693 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,049,599 | 8,477,122 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $296,781,518 | 8,515,969 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $282,221,822 | 8,827,708 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $310,093,116 | 8,794,473 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $315,677,921 | 8,795,707 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $307,148,105 | 8,625,333 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $296,401,777 | 8,689,586 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $275,186,704 | 8,683,708 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $296,974,029 | 8,632,966 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $267,679,854 | 8,571,241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,072,208 | 8,403,246 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $281,361,777 | 8,331,708 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $315,894,785 | 8,878,437 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $361,492,830 | 8,996,835 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $395,804,915 | 8,729,707 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $338,129,513 | 8,821,537 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $327,347,654 | 8,778,430 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $283,009,227 | 8,846,803 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $265,558,896 | 8,941,377 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $245,214,708 | 8,760,797 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $221,552,327 | 8,047,669 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $164,201,609 | 7,683,744 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||