UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1463217
IRVING, TX
Position in AVB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$834,764
-$72,971 QoQ
Shares Held
4,424
-20.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#376
of 749 holders
Holding Since
Sep 2022
15 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,523,291 across 10 REIT - Residential names. AVB ranks #5 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
15,345 | $1,042,385 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,759 | $939,095 | |
| 3 | INVH |
Invitation Homes Inc.
|
28,544 | $862,314 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,953 | $861,065 | |
| 5 | AVB |
Avalonbay Communities Inc
This page
|
4,424 | $834,764 | |
| 6 | MRP |
Millrose Properties, Inc.
|
17,112 | $514,215 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
6,709 | $432,395 | |
| 8 | UDR |
UDR, Inc.
|
9,177 | $366,345 |
All Filings in AVB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,764 | 4,424 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $907,735 | 5,557 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $762,771 | 4,207 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $800,303 | 4,143 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $912,290 | 4,483 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $950,981 | 4,431 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $972,707 | 4,422 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,030,293 | 4,574 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $879,075 | 4,249 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $683,974 | 3,686 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $284,948 | 1,522 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $227,727 | 1,326 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $260,246 | 1,375 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $766,735 | 4,747 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $989,652 | 5,373 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||