Position in AVB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,434,875
-$7,492,739 QoQ
Shares Held
45,515
-44.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.046248489508953.ToString("F0")%
Shared 0.ToString("F0")%
None 86.95375151049105.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $56,813,236 across 17 REIT - Residential names. AVB ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
33,189 | $8,031,738 | |
| 2 | AVB |
Avalonbay Communities Inc
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|
45,515 | $7,434,875 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
50,990 | $6,226,898 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
95,788 | $5,979,086 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
331,520 | $4,936,332 | |
| 6 | UDR |
UDR, Inc.
|
142,619 | $4,817,669 | |
| 7 | EQR |
Equity Residential
|
67,203 | $3,975,057 | |
| 8 | SUI |
Sun Communities Inc
|
27,803 | $3,502,065 |
All Filings in AVB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,434,875 | 45,515 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,927,614 | 82,332 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $23,557,274 | 121,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,203,071 | 109,106 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,115,559 | 89,067 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,623,996 | 80,120 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,798,804 | 79,018 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,026,834 | 72,632 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,783,785 | 68,893 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,717,667 | 67,929 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,858,261 | 63,225 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,197,023 | 59,159 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,310,524 | 55,400 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,731,286 | 54,057 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,736,900 | 42,005 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,310,210 | 37,633 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,575,967 | 34,529 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,166,234 | 32,330 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,733,201 | 30,379 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,108,356 | 29,270 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,813,548 | 9,829 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,250,551 | 7,795 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $603,333 | 4,040 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,199,233 | 7,755 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,173,386 | 7,973 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||