Position in AVB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$40,379
+$21,268 QoQ
Shares Held
214
+82.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#596
of 749 holders
Holding Since
Mar 2024
8 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, 2026MATHER GROUP, LLC. holds $791,565 across 13 REIT - Residential names. AVB ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
690 | $201,197 | |
| 2 | SUI |
Sun Communities Inc
|
1,091 | $130,821 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
7,774 | $129,748 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
719 | $99,897 | |
| 5 | INVH |
Invitation Homes Inc.
|
2,183 | $65,948 | |
| 6 | CPT |
Camden Property Trust
|
403 | $46,139 | |
| 7 | UDR |
UDR, Inc.
|
1,133 | $45,229 | |
| 8 | AVB |
Avalonbay Communities Inc
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|
214 | $40,379 |
All Filings in AVB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,379 | 214 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,111 | 117 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $29,941 | 155 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $56,874 | 265 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $53,452 | 243 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $45,275 | 201 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $29,999 | 145 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $21,710 | 117 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||