SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in AVB — Avalonbay Communities Inc
CIK 1531593
NEW YORK, NY
Position in AVB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$410,212
+$406,455 QoQ
Shares Held
2,174
+9352.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#459
of 745 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Derivatives in AVB
reported options exposure · as of Jun 30, 2021CallValue
$4,173
CallShares
20
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $628,612 across 7 REIT - Residential names. AVB ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
2,174 | $410,212 | |
| 2 | UDR |
UDR, Inc.
|
3,472 | $138,602 | |
| 3 | VMRK |
Vivmark Residential
|
782 | $53,121 | |
| 4 | INVH |
Invitation Homes Inc.
|
527 | $15,920 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
15 | $4,373 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
27 | $3,751 | |
| 7 | CPT |
Camden Property Trust
|
23 | $2,633 |
All Filings in AVB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,212 | 2,174 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,757 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $38,256 | 211 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,326 | 245 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,536 | 96 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $20,689 | 100 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $37,112 | 200 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $54,131 | 286 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $53,779 | 320 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,935 | 142 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $62,256 | 338 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $56,915 | 293 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $14,157 | 57 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $306,896 | 1,215 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,352,004 | 6,100 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,374,432 | 6,586 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $4,173 | 20 | Call | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||