SUN LIFE FINANCIAL INC

Position in AVB — Avalonbay Communities Inc

CIK 1097362 Toronto, A6

Position in AVB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$187,180

-$26,318 QoQ

Shares Held

992

-24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#551

of 745 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUN LIFE FINANCIAL INC holds $1,266,066 across 5 REIT - Residential names. AVB ranks #5 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential	4,805	$326,403
2	MAA	Mid America Apartment Communities Inc.	2,266	$314,838
3	CPT	Camden Property Trust	2,181	$249,702
4	UDR	UDR, Inc.	4,708	$187,943
5	AVB	Avalonbay Communities Inc This page	992	$187,180

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,180	992	-24.1%	Shares	Sole	2026-08-12
2026-03-31	$213,498	1,307	-76.9%	Shares	Sole	2026-05-14
2025-12-31	$1,024,945	5,653	-96.5%	Shares	Sole	2026-02-12
2025-09-30	$31,117,175	161,087	+5.7%	Shares	Sole	2025-11-10
2025-06-30	$31,018,894	152,427	+1.3%	Shares	Sole	2025-08-13
2025-03-31	$32,284,642	150,427	0.0%	Shares	Sole	2025-05-08
2024-12-31	$33,089,427	150,427	0.0%	Shares	Sole	2025-02-13
2024-09-30	$33,883,681	150,427	0.0%	Shares	Sole	2024-10-24
2024-06-30	$31,121,842	150,427	0.0%	Shares	Sole	2024-08-12
2024-03-31	$27,913,234	150,427	0.0%	Shares	Sole	2024-05-07
2023-12-31	$28,162,942	150,427	0.0%	Shares	Sole	2024-02-22
2023-09-30	$25,834,332	150,427	0.0%	Shares	Sole	2023-11-14
2023-06-30	$28,471,318	150,427	+41.8%	Shares	Sole	2023-08-11
2023-03-31	$17,822,426	106,048	0.0%	Shares	Sole	2023-05-11
2022-12-31	$17,128,872	106,048	0.0%	Shares	Sole	2023-02-14
2022-09-30	$19,532,981	106,048	0.0%	Shares	Sole	2022-11-14
2022-06-30	$20,599,824	106,048	+10.5%	Shares	Sole	2022-08-15
2022-03-31	$23,830,356	95,947	0.0%	Shares	Sole	2022-05-12
2021-12-31	$24,235,252	95,947	0.0%	Shares	Sole	2022-02-11
2021-09-30	$21,265,693	95,947	0.0%	Shares	Sole	2021-11-12
2021-06-30	$20,023,179	95,947	-0.1%	Shares	Sole	2021-08-10
2021-03-31	$17,718,679	96,031	-5.4%	Shares	Sole	2021-05-12
2020-12-31	$16,278,029	101,465	-17.5%	Shares	Sole	2021-02-11
2020-09-30	$18,377,183	123,056	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.