Position in INVH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,806
+$675 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#564
of 615 holders
Holding Since
Jun 2021
14 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $978,629 across 12 REIT - Residential names. INVH ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,246 | $654,911 | |
| 2 | UDR |
UDR, Inc.
|
2,502 | $99,879 | |
| 3 | MRP |
Millrose Properties, Inc.
|
3,123 | $93,846 | |
| 4 | UMH |
Umh Properties, Inc.
|
6,196 | $93,807 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
1,053 | $17,574 | |
| 6 | CPT |
Camden Property Trust
|
52 | $5,953 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62 | $3,995 | |
| 8 | INVH |
Invitation Homes Inc.
This page
|
126 | $3,806 |
All Filings in INVH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,806 | 126 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,131 | 126 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,667 | 96 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,815 | 96 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,312 | 101 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,519 | 101 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,069 | 96 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,384 | 96 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,445 | 96 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,418 | 96 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,274 | 96 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $5,214 | 115 | Shares | Sole | 2022-01-26 | |
| 2021-06-30 | $37,290 | 1,000 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||