Position in AVB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,194,639
+$2,890,137 QoQ
Shares Held
80,527
+6.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#127
of 745 holders
Holding Since
Jun 2024
9 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, 2026&PARTNERS holds $19,605,864 across 9 REIT - Residential names. AVB ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
80,527 | $15,194,639 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
6,434 | $1,876,090 | |
| 3 | CPT |
Camden Property Trust
|
5,273 | $603,705 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
8,141 | $524,687 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
2,637 | $366,384 | |
| 6 | VMRK |
Vivmark Residential
|
5,313 | $360,912 | |
| 7 | INVH |
Invitation Homes Inc.
|
7,812 | $236,000 | |
| 8 | MRP |
Millrose Properties, Inc.
|
7,726 | $232,166 |
All Filings in AVB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,194,639 | 80,527 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,304,502 | 75,326 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,491,427 | 63,380 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,733,532 | 60,742 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,889,692 | 53,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,284,161 | 47,918 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,587,881 | 29,949 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,105,857 | 18,228 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,533,261 | 7,411 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||