Position in AVB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$267,077
New position
Shares Held
1,635
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Residential
Real Estate · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $26,948,189 across 5 REIT - Residential names. AVB ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
1,771,311 | $25,560,017 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
4,060 | $495,807 | |
| 3 | SUI |
Sun Communities Inc
|
3,369 | $424,359 | |
| 4 | AVB |
Avalonbay Communities Inc
This page
|
1,635 | $267,077 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
3,219 | $200,929 |
All Filings in AVB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,077 | 1,635 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||