COLDSTREAM CAPITAL MANAGEMENT INC
Position in AVB — Avalonbay Communities Inc
CIK 1082339
BELLEVUE, WA
Position in AVB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,187,294
+$122,714 QoQ
Shares Held
11,592
-8.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#278
of 745 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $4,022,026 across 8 REIT - Residential names. AVB ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
11,592 | $2,187,294 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,629 | $365,273 | |
| 3 | INVH |
Invitation Homes Inc.
|
10,048 | $303,550 | |
| 4 | UDR |
UDR, Inc.
|
7,299 | $291,376 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
863 | $251,642 | |
| 6 | CPT |
Camden Property Trust
|
2,146 | $245,695 | |
| 7 | VMRK |
Vivmark Residential
|
2,955 | $200,733 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
10,573 | $176,463 |
All Filings in AVB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,187,294 | 11,592 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,064,580 | 12,639 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,134,743 | 11,774 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,299,495 | 11,904 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,401,707 | 11,802 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,502,254 | 11,659 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,740,826 | 12,460 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,682,727 | 11,910 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,346,132 | 11,340 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,030,583 | 10,943 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,638,923 | 8,754 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,525,222 | 8,881 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $286,554 | 1,514 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $240,157 | 1,429 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $242,424 | 1,248 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $252,592 | 1,017 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $257,894 | 1,021 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||