Position in INVH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,028,104
+$64,904,056 QoQ
Shares Held
2,218,739
+2963.8% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 618 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,321,297,923 across 11 REIT - Residential names. INVH ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
5,390,114 | $646,328,568 | |
| 2 | UDR |
UDR, Inc.
|
5,453,681 | $217,710,942 | |
| 3 | AVB |
Avalonbay Communities Inc
|
883,856 | $166,774,788 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
330,332 | $96,321,506 | |
| 5 | INVH |
Invitation Homes Inc.
This page
|
2,218,739 | $67,028,104 | |
| 6 | CPT |
Camden Property Trust
|
466,631 | $53,424,582 | |
| 7 | AMH |
American Homes 4 Rent
|
928,333 | $31,117,721 | |
| 8 | CSR |
Centerspace
|
476,122 | $26,753,293 |
All Filings in INVH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,028,104 | 2,218,739 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $2,124,048 | 72,419 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,195,041 | 66,922 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,248,591 | 64,522 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,726,283 | 53,997 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,830,275 | 51,908 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,759,721 | 49,031 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,586,780 | 44,560 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,444,251 | 42,341 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,329,553 | 41,955 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $771,900 | 22,439 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $323,729 | 10,366 | Shares | Defined | 2023-05-12 | |
| 2021-12-31 | $211,730,543 | 4,669,840 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $190,218,678 | 4,962,658 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $149,602,927 | 4,011,878 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,373,580 | 293,016 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,745,639 | 260,796 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,863,790 | 245,223 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,069,374 | 38,844 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||