Bank Julius Baer & Co. Ltd, Zurich
BankPosition in AVB — Avalonbay Communities Inc
CIK 1544599
ZURICH, V8
Position in AVB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$64,154
+$8,615 QoQ
Shares Held
340
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $445,175 across 7 REIT - Residential names. AVB ranks #6 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
303 | $88,351 | |
| 2 | VMRK |
Vivmark Residential
|
1,190 | $80,836 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,410 | $72,806 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
510 | $70,859 | |
| 5 | SUI |
Sun Communities Inc
|
566 | $67,869 | |
| 6 | AVB |
Avalonbay Communities Inc
This page
|
340 | $64,154 | |
| 7 | MRP |
Millrose Properties, Inc.
|
10 | $300 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,154 | 340 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $55,539 | 340 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $61,645 | 340 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $65,677 | 340 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,190 | 340 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,970 | 340 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $67,750 | 308 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $224,574 | 997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $362,264 | 1,751 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $334,193 | 1,801 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $91,925 | 491 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $85,354 | 497 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $470,903 | 2,488 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $418,301 | 2,489 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $413,814 | 2,562 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $988,547 | 5,367 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,537,294 | 7,914 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,698,105 | 6,837 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,381,418 | 9,428 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,837,838 | 8,292 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,721,066 | 8,247 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,872,776 | 10,150 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,016,965 | 6,339 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $948,757 | 6,353 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,027,273 | 6,643 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,741,904 | 11,836 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||