초대 주택 주식회사
MX ˙ BMV ˙ US46187W1071
SecurityMX:INVH / Invitation Homes Inc.
InstitutionWiser Advisor Group LLC
Latest Disclosed Ownership693 shares
Latest Disclosed Value $ 17,231
Wiser Advisor Group LLC reports 1.02% increase in ownership of INVH / Invitation Homes Inc.

On April 22, 2026 - Wiser Advisor Group LLC filed a 13F-HR form disclosing ownership of 693 shares of Invitation Homes Inc. (MX:INVH) valued at $17,231 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 686 shares of Invitation Homes Inc.. This represents a change in shares of 1.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F INVITATION HOMES Common Stock 46187W107 693 7 1.02 17 -10.53 0.0208
2026-02-09 2025-12-31 13F INVITATION HOMES Common Stock 46187W107 686 7 1.03 19 0.00 0.0218
2025-11-14 2025-09-30 13F INVITATION HOMES Common Stock 46187W107 679 679 20 0.0248
2025-08-08 2025-06-30 13F INVITATION HOMES Common Stock 46187W107 0 -667 -100.00 0 -100.00
2025-05-14 2025-03-31 13F INVITATION HOMES Common Stock 46187W107 667 6 0.91 23 9.52 0.0343
2025-02-05 2024-12-31 13F INVITATION HOMES Common Stock 46187W107 661 5 0.76 21 -8.70 0.0307
2024-11-13 2024-09-30 13F INVITATION HOMES Common Stock 46187W107 656 5 0.77 23 0.00 0.0345
2024-08-14 2024-06-30 13F INVITATION HOMES Common Stock 46187W107 651 7 1.09 23 4.55 0.0367
2024-05-16 2024-03-31 13F INVITATION HOMES Common Stock 46187W107 644 4 0.62 23 4.76 0.0360
2024-02-13 2023-12-31 13F INVITATION HOMES Common Stock 46187W107 640 640 22 0.0363
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.