Position in INVH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,882,685
+$6,389,216 QoQ
Shares Held
591,946
+28.0% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#104
of 619 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $310,862,006 across 12 REIT - Residential names. INVH ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
3,962,654 | $132,828,159 | |
| 2 | AVB |
Avalonbay Communities Inc
|
487,459 | $32,931,884 | |
| 3 | VMRK |
Vivmark Residential
|
441,083 | $29,962,765 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
94,342 | $27,509,181 | |
| 5 | UDR |
UDR, Inc.
|
623,411 | $24,886,565 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
171,254 | $23,794,028 | |
| 7 | INVH |
Invitation Homes Inc.
This page
|
591,946 | $17,882,685 | |
| 8 | CPT |
Camden Property Trust
|
111,821 | $12,802,383 |
All Filings in INVH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,882,685 | 591,946 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $11,493,469 | 462,514 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,517,396 | 414,444 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $12,502,789 | 426,280 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,270,778 | 404,597 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $14,142,998 | 405,825 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,474,757 | 577,878 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,243,363 | 574,117 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,554,917 | 544,857 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $16,441,669 | 461,715 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,158,007 | 473,703 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $9,435,506 | 297,744 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $9,211,390 | 267,773 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $6,970,784 | 223,208 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $10,010,937 | 337,751 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $7,289,556 | 215,859 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,656,863 | 74,673 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $41,204,307 | 1,025,493 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $17,724,945 | 390,934 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $25,728,627 | 671,240 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $57,242,757 | 1,535,070 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,935,337 | 91,758 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,428,474 | 250,117 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,476,990 | 410,039 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,065,765 | 401,953 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $104,434,698 | 4,886,977 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||