Position in INVH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,749,351
+$556,488 QoQ
Shares Held
91,008
+3.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 615 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,052,465 across 21 REIT - Residential names. INVH ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,554 | $12,303,692 | |
| 2 | VMRK |
Vivmark Residential
|
166,714 | $11,324,882 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
22,187 | $6,469,507 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | AVB |
Avalonbay Communities Inc
|
24,731 | $4,666,492 | |
| 6 | CPT |
Camden Property Trust
|
27,153 | $3,108,746 | |
| 7 | SUI |
Sun Communities Inc
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
This page
|
91,008 | $2,749,351 |
All Filings in INVH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,749,351 | 91,008 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,192,863 | 88,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,937,685 | 69,726 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,257,699 | 42,881 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,373,664 | 41,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,190,476 | 34,160 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $925,275 | 28,942 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $492,335 | 13,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $554,823 | 15,459 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $601,381 | 16,888 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $581,746 | 17,055 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $542,152 | 17,108 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $563,540 | 16,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $474,008 | 15,178 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $370,470 | 12,499 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $479,230 | 14,191 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $567,002 | 15,936 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $559,586 | 13,927 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $331,843 | 7,319 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $256,772 | 6,699 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $203,648 | 6,366 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $208,512 | 7,574 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||