Position in AVB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$46,984,033
-$9,085,359 QoQ
Shares Held
287,628
-7.0% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.04%
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $180,218,187 across 16 REIT - Residential names. AVB ranks #1 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
287,628 | $46,984,033 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
229,322 | $28,004,802 | |
| 3 | SUI |
Sun Communities Inc
|
176,203 | $22,194,529 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
327,507 | $20,442,986 | |
| 5 | CPT |
Camden Property Trust
|
170,017 | $16,603,860 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
51,036 | $12,350,712 | |
| 7 | EQR |
Equity Residential
|
109,857 | $6,498,041 | |
| 8 | AMH |
American Homes 4 Rent
|
219,595 | $6,131,092 |
All Filings in AVB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,984,033 | 287,628 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $56,069,392 | 309,246 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $69,863,021 | 361,666 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $51,228,886 | 251,739 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $46,230,006 | 215,404 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $43,360,926 | 197,122 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $44,601,076 | 198,007 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $62,075,068 | 300,039 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $54,202,076 | 292,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $29,087,060 | 155,363 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,928,018 | 139,327 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,499,628 | 97,742 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,129,265 | 90,023 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,647,632 | 84,495 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,692,132 | 74,337 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,858,574 | 61,048 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,586,335 | 54,702 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,336,996 | 44,883 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,267,654 | 41,814 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $7,514,092 | 36,006 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,934,764 | 32,165 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,183,814 | 32,312 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,254,079 | 35,182 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,153,491 | 46,259 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $7,042,084 | 47,850 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||