Position in AVB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$135,907
-$365,596 QoQ
Shares Held
832
-69.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WHITTIER TRUST CO holds $31,098,659 across 11 REIT - Residential names. AVB ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
227,245 | $28,623,779 | |
| 2 | INVH |
Invitation Homes Inc.
|
35,143 | $873,303 | |
| 3 | AMH |
American Homes 4 Rent
|
25,154 | $702,299 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
1,232 | $298,144 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
3,839 | $239,630 | |
| 6 | AVB |
Avalonbay Communities Inc
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|
832 | $135,907 | |
| 7 | MRP |
Millrose Properties, Inc.
|
2,510 | $70,280 | |
| 8 | MAA |
Mid America Apartment Communities Inc.
|
420 | $51,290 |
All Filings in AVB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,907 | 832 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $501,503 | 2,766 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $526,388 | 2,725 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $554,537 | 2,725 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $570,674 | 2,659 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $587,099 | 2,669 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $646,692 | 2,871 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $586,740 | 2,836 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $570,782 | 3,076 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $598,167 | 3,195 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $429,521 | 2,501 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $471,282 | 2,490 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $144,531 | 860 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $153,281 | 949 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $146,798 | 797 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $156,759 | 807 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $197,950 | 797 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $215,711 | 854 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $193,934 | 875 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $182,602 | 875 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $161,445 | 875 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $140,376 | 875 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $146,054 | 978 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $144,278 | 933 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $137,309 | 933 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||