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Disclosery

Corient Private Wealth LP: INVH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on INVH, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 34,749 INVH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 34,749 shares
    Change vs previous 13F -1,786 shares

    <0.01% of the 13F portfolio, value $1,049,813.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 36,535 shares
    Change vs previous 13F +7,091 shares

    <0.01% of the 13F portfolio, value $812,528.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 29,444 shares
    Change vs previous 13F +1,655 shares

    <0.01% of the 13F portfolio, value $818,137.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 27,789 shares
    Change vs previous 13F +9,950 shares

    <0.01% of the 13F portfolio, value $500,803.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 17,839 shares
    Change vs previous 13F +899 shares

    <0.01% of the 13F portfolio, value $585,184.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 16,940 shares
    Change vs previous 13F -4,032 shares

    <0.01% of the 13F portfolio, value $590,382.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 20,972 shares
    Change vs previous 13F -2,427 shares

    <0.01% of the 13F portfolio, value $670,491.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 23,399 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $825,060.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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