Position in AVB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$774,006
+$50,693 QoQ
Shares Held
11,457
-7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 748 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $2,973,011 across 6 REIT - Residential names. AVB ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,978 | $868,355 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
11,457 | $774,006 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
3,885 | $539,781 | |
| 4 | CPT |
Camden Property Trust
|
2,731 | $312,672 | |
| 5 | AMH |
American Homes 4 Rent
|
9,276 | $310,931 | |
| 6 | UMH |
Umh Properties, Inc.
|
11,048 | $167,266 |
All Filings in AVB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,006 | 4,102 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $723,313 | 4,428 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||