Position in AVB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$559,654
+$13,902 QoQ
Shares Held
2,966
-11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#424
of 745 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $6,856,382 across 7 REIT - Residential names. AVB ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
27,354 | $3,800,564 | |
| 2 | SUI |
Sun Communities Inc
|
8,316 | $997,171 | |
| 3 | CPT |
Camden Property Trust
|
6,062 | $694,038 | |
| 4 | AVB |
Avalonbay Communities Inc
This page
|
2,966 | $559,654 | |
| 5 | INVH |
Invitation Homes Inc.
|
12,124 | $366,266 | |
| 6 | VMRK |
Vivmark Residential
|
3,443 | $233,882 | |
| 7 | AMH |
American Homes 4 Rent
|
6,110 | $204,807 |
All Filings in AVB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,654 | 2,966 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $545,752 | 3,341 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $908,725 | 5,012 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,246,139 | 6,451 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,436,099 | 7,057 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,712,667 | 7,980 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,803,754 | 8,200 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,853,807 | 8,230 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,483,401 | 7,170 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,187,027 | 6,397 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,257,931 | 6,719 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,026,146 | 5,975 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,266,594 | 6,692 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,207,511 | 7,185 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $345,491 | 2,139 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $456,975 | 2,481 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,205,903 | 11,356 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,549,641 | 18,318 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,652,707 | 18,420 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $661,595 | 2,985 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $622,939 | 2,985 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $558,142 | 3,025 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $606,469 | 4,061 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||