Position in INVH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,057
-$23 QoQ
Shares Held
35
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 619 holders
Holding Since
Jun 2023
7 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, 2026VALLEY NATIONAL ADVISERS INC holds $8,163 across 4 REIT - Residential names. INVH ranks #3 (12.9% of the industry book) .
All Filings in INVH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,057 | 35 | Shares | Sole | 2026-07-29 | |
| 2025-03-31 | $1,080 | 31 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $6 | 195 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,409 | 180 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,480 | 190 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,901 | 60 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 20 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||