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Disclosery

Capital Square, LLC: INVH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Square, LLC on INVH, newest first. How the timeline and the estimate are built.

Capital Square, LLC held 26,875 INVH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,875 shares
    Change vs previous 13F +5,487 shares

    0.35% of the 13F portfolio, value $795,508.

    13F-HR 0001798736-26-000003 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,388 shares
    Change vs previous 13F +6,223 shares

    0.27% of the 13F portfolio, value $580,264.

    13F-HR 0001798736-26-000002 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,165 shares
    Change vs previous 13F -8,745 shares

    0.21% of the 13F portfolio, value $421,440.

    13F-HR 0001798736-26-000001 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,910 shares
    Change vs previous 13F -237 shares

    0.36% of the 13F portfolio, value $701,300.

    13F-HR 0001798736-25-000007 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,147 shares
    Change vs previous 13F +776 shares

    0.42% of the 13F portfolio, value $781,156.

    13F-HR 0001798736-25-000003 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,371 shares
    Change vs previous 13F -400 shares

    0.48% of the 13F portfolio, value $814,484.

    13F-HR 0001798736-25-000002 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,771 shares
    Change vs previous 13F +45 shares

    0.41% of the 13F portfolio, value $725,256.

    13F-HR 0001798736-25-000001 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,726 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $836,607.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).