Creative Planning

Position in AVB — Avalonbay Communities Inc

CIK 1540235 OVERLAND PARK, KS

Position in AVB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,220,094

+$8,032,935 QoQ

Shares Held

96,561

+54.8% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#115

of 745 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Creative Planning holds $125,958,244 across 15 REIT - Residential names. AVB ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	213,452	$29,657,020
2	AVB	Avalonbay Communities Inc This page	96,561	$18,220,094
3	AMH	American Homes 4 Rent	490,138	$16,429,425
4	VMRK	Vivmark Residential	241,376	$16,396,671
5	INVH	Invitation Homes Inc.	517,478	$15,633,009
6	ESS	Essex Property Trust, Inc.	39,173	$11,422,454
7	ELS	Equity Lifestyle Properties Inc	62,518	$4,029,284
8	CPT	Camden Property Trust	34,760	$3,979,671

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,220,094	96,561	+54.8%	Shares	Defined	2026-08-13
2026-03-31	$10,187,159	62,364	+41.1%	Shares	Sole	2026-05-12
2025-12-31	$8,015,896	44,211	+107.7%	Shares	Sole	2026-02-17
2025-09-30	$4,112,009	21,287	+78.3%	Shares	Defined	2025-11-14
2025-06-30	$2,429,993	11,941	+12.1%	Shares	Defined	2025-08-08
2025-03-31	$2,285,273	10,648	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$2,327,722	10,582	+17.5%	Shares	Defined	2025-02-14
2024-09-30	$2,028,150	9,004	+4.7%	Shares	Defined	2024-10-11
2024-06-30	$1,778,422	8,596	+24.4%	Shares	Defined	2024-08-15
2024-03-31	$1,282,590	6,912	+13.4%	Shares	Defined	2024-05-13
2023-12-31	$1,140,730	6,093	-11.9%	Shares	Defined	2024-02-14
2023-09-30	$1,187,925	6,917	-30.4%	Shares	Defined	2023-11-16
2023-06-30	$1,881,532	9,941	+17.0%	Shares	Sole	2023-07-21
2023-03-31	$1,427,837	8,496	+17.2%	Shares	Sole	2023-05-15
2022-12-31	$1,171,181	7,251	-2.7%	Shares	Sole	2023-02-10
2022-09-30	$1,372,768	7,453	+27.6%	Shares	Sole	2022-11-03
2022-06-30	$1,134,225	5,839	+20.8%	Shares	Sole	2022-08-15
2022-03-31	$1,200,868	4,835	+2.6%	Shares	Sole	2022-05-16
2021-12-31	$1,190,709	4,714	+3.6%	Shares	Sole	2022-02-11
2021-09-30	$1,008,018	4,548	+26.2%	Shares	Sole	2021-11-10
2021-06-30	$752,118	3,604	-12.4%	Shares	Sole	2021-08-04
2021-03-31	$759,258	4,115	+13.3%	Shares	Sole	2021-04-30
2020-12-31	$582,842	3,633	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.