Position in AVB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,134,272
+$170,969 QoQ
Shares Held
11,311
-5.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#282
of 745 holders
Holding Since
Mar 2020
20 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, 2026Atria Investments, Inc holds $6,856,331 across 8 REIT - Residential names. AVB ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
11,311 | $2,134,272 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
17,465 | $1,125,619 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
54,473 | $909,154 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
5,340 | $741,939 | |
| 5 | UDR |
UDR, Inc.
|
17,062 | $681,115 | |
| 6 | VMRK |
Vivmark Residential
|
7,246 | $492,220 | |
| 7 | INVH |
Invitation Homes Inc.
|
13,982 | $422,396 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
1,199 | $349,616 |
All Filings in AVB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,134,272 | 11,311 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,963,303 | 12,019 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,979,723 | 10,919 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,504,255 | 12,964 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,198,003 | 10,801 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,822,767 | 8,493 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,200,579 | 10,004 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,488,446 | 15,487 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,079,557 | 14,885 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,863,764 | 10,044 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,788,699 | 9,554 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,841,568 | 10,723 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,014,589 | 10,644 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,852,861 | 11,025 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,389,718 | 8,604 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,617,740 | 8,783 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,628,786 | 8,385 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,958,397 | 7,885 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,365,248 | 5,405 | Shares | Sole | 2022-02-04 | |
| 2020-03-31 | $742,766 | 5,047 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||