Position in AVB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$800,611
+$138,064 QoQ
Shares Held
4,243
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#378
of 749 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,902,312 across 11 REIT - Residential names. AVB ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
4,243 | $800,611 | |
| 2 | SUI |
Sun Communities Inc
|
4,230 | $507,219 | |
| 3 | VMRK |
Vivmark Residential
|
3,383 | $229,807 | |
| 4 | CPT |
Camden Property Trust
|
1,229 | $140,708 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
2,144 | $138,180 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
283 | $39,320 | |
| 7 | UDR |
UDR, Inc.
|
417 | $16,646 | |
| 8 | INVH |
Invitation Homes Inc.
|
428 | $12,929 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,611 | 4,243 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $662,547 | 4,056 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $697,136 | 3,845 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $708,161 | 3,666 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $57,794 | 284 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $61,810 | 288 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $76,109 | 346 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $77,711 | 345 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $69,928 | 338 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $55,853 | 301 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $56,353 | 301 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $57,532 | 335 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $50,535 | 267 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $42,855 | 255 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $31,496 | 195 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $46,600 | 253 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $40,209 | 207 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $48,680 | 196 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $44,455 | 176 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $37,900 | 171 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $31,929 | 153 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $25,277 | 137 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $19,091 | 119 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $20,608 | 138 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $40,051 | 259 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $143,196 | 973 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||