Ballentine Partners, LLC

Position in AVB — Avalonbay Communities Inc

CIK 1374889 Waltham, MA

Position in AVB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$324,735

+$120,058 QoQ

Shares Held

1,721

+37.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#495

of 745 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Ballentine Partners, LLC holds $1,179,823 across 4 REIT - Residential names. AVB ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc	5,992	$386,184
2	AVB	Avalonbay Communities Inc This page	1,721	$324,735
3	VMRK	Vivmark Residential	3,528	$239,655
4	MAA	Mid America Apartment Communities Inc.	1,650	$229,249

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,735	1,721	+37.4%	Shares	Other	2026-07-17
2026-03-31	$204,677	1,253	-1.3%	Shares	Other	2026-05-14
2025-12-31	$230,262	1,270	-29.1%	Shares	Sole	2026-02-03
2025-09-30	$345,772	1,790	-9.4%	Shares	Sole	2025-11-03
2025-06-30	$401,911	1,975	-24.8%	Shares	Other	2025-07-15
2025-03-31	$563,805	2,627	-3.1%	Shares	Sole	2025-05-01
2024-12-31	$596,117	2,710	+4.8%	Shares	Other	2025-01-16
2024-09-30	$582,496	2,586	+9.5%	Shares	Sole	2024-10-23
2024-06-30	$488,674	2,362	+56.6%	Shares	Sole	2024-08-06
2024-03-31	$279,823	1,508	+12.7%	Shares	Sole	2024-04-11
2023-09-30	$229,786	1,338	—	Shares	Sole	2023-10-19
No filing history on record for this holder in this stock.