Plante Moran Financial Advisors, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1424717
SOUTHFIELD, MI
Position in AVB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,396
-$12,377 QoQ
Shares Held
50
-79.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#685
of 749 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $80,989 across 8 REIT - Residential names. AVB ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
509 | $61,034 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
50 | $14,579 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
50 | $3,396 | |
| 4 | MRP |
Millrose Properties, Inc.
|
27 | $811 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
4 | $555 | |
| 6 | UDR |
UDR, Inc.
|
7 | $279 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
8 | $223 | |
| 8 | CSR |
Centerspace
|
2 | $112 |
All Filings in AVB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,396 | 18 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $15,773 | 87 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,385 | 90 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,704 | 87 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $18,671 | 87 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,137 | 87 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $19,596 | 87 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,999 | 87 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,143 | 87 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,288 | 87 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $14,941 | 87 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $16,466 | 87 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,621 | 87 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $14,052 | 87 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,024 | 87 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $18,453 | 95 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $21,608 | 87 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $21,975 | 87 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $19,282 | 87 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $18,156 | 87 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,052 | 87 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $27,914 | 174 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $25,985 | 174 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,907 | 174 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $25,607 | 174 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||