Position in AVB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,991
-$220,622 QoQ
Shares Held
1,150
-57.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 745 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026BESSEMER GROUP INC holds $9,999,019 across 15 REIT - Residential names. AVB ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
132,651 | $4,004,759 | |
| 2 | UDR |
UDR, Inc.
|
97,707 | $3,894,361 | |
| 3 | VMRK |
Vivmark Residential
|
7,382 | $501,457 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
1,616 | $468,585 | |
| 5 | NXRT |
NexPoint Residential Trust, Inc.
|
12,220 | $341,181 | |
| 6 | AVB |
Avalonbay Communities Inc
This page
|
1,150 | $216,991 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
1,409 | $193,544 | |
| 8 | CPT |
Camden Property Trust
|
1,170 | $133,952 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,991 | 1,150 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $437,613 | 2,694 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $549,004 | 3,028 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $587,234 | 3,040 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $606,431 | 2,997 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,246,511 | 5,812 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $3,365,978 | 15,306 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,476,283 | 15,448 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $291,094 | 1,419 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $293,557 | 1,595 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $195,644 | 1,049 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $287,662 | 1,679 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $224,663 | 1,195 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $148,396 | 891 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $114,677 | 710 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $255,837 | 1,389 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $178,902 | 921 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $226,264 | 911 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $227,834 | 902 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $178,419 | 805 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $152,968 | 733 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $137,090 | 743 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $84,545 | 527 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $72,877 | 488 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $53,969 | 349 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $85,358 | 580 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||