Position in AVB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,149,122
+$335,803 QoQ
Shares Held
6,090
+22.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#346
of 749 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $7,751,250 across 10 REIT - Residential names. AVB ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
21,329 | $1,448,878 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
6,090 | $1,149,122 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
14,519 | $935,749 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
5,819 | $808,491 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
2,667 | $777,670 | |
| 6 | AMH |
American Homes 4 Rent
|
20,240 | $678,444 | |
| 7 | UDR |
UDR, Inc.
|
15,722 | $627,622 | |
| 8 | CPT |
Camden Property Trust
|
5,132 | $587,562 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,122 | 6,090 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $813,319 | 4,979 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $904,736 | 4,990 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $773,839 | 4,006 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $835,978 | 4,108 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $918,573 | 4,280 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,080,491 | 4,912 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,382,809 | 6,139 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,531,813 | 7,404 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,263,848 | 6,811 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,373,070 | 7,334 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,537,072 | 8,950 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,640,592 | 8,668 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,466,491 | 8,726 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,397,631 | 8,653 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,361,347 | 7,391 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,444,054 | 7,434 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,804,158 | 7,264 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,809,554 | 7,164 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,614,425 | 7,284 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,518,011 | 7,274 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,305,592 | 7,076 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,165,684 | 7,266 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,161,267 | 7,776 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,255,986 | 8,122 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,379,277 | 9,372 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||