Position in INVH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$14,246,329
+$2,691,222 QoQ
Shares Held
573,293
+37.9% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.11263350503147.ToString("F0")%
Shared 0.ToString("F0")%
None 3.887366494968542.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Derivatives in INVH
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$262,154
PutShares
8,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $221,840,954 across 21 REIT - Residential names. INVH ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
342,988 | $56,027,088 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
274,556 | $33,528,776 | |
| 3 | AMH |
American Homes 4 Rent
|
806,384 | $22,514,238 | |
| 4 | SUI |
Sun Communities Inc
|
145,092 | $18,275,787 | |
| 5 | CPT |
Camden Property Trust
|
149,819 | $14,631,321 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
60,255 | $14,581,710 | |
| 7 | INVH |
Invitation Homes Inc.
This page
|
573,293 | $14,246,329 | |
| 8 | EQR |
Equity Residential
|
230,241 | $13,618,753 |
All Filings in INVH
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,246,329 | 573,293 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $11,555,107 | 415,801 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,222,231 | 484,904 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,551,857 | 474,142 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,299,342 | 467,700 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,467,872 | 515,104 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $262,154 | 8,200 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $18,892,446 | 535,804 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $12,693,600 | 360,000 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $276,353 | 7,700 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $20,804,211 | 579,666 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $21,434,724 | 601,930 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $19,343,164 | 567,082 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $19,589,900 | 618,173 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,712,122 | 805,585 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $28,020,491 | 897,230 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $30,962,741 | 1,044,627 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $31,417,917 | 930,350 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,662,059 | 861,778 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $46,669,227 | 1,161,504 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $50,531,427 | 1,114,500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $256,264,947 | 6,685,754 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $331,312,995 | 8,884,768 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $287,547,165 | 8,988,658 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $273,190,457 | 9,198,332 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $259,549,895 | 9,272,951 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $270,960,223 | 9,842,362 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $204,815,867 | 9,584,271 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||