Allworth Financial LP

Position in AVB — Avalonbay Communities Inc

CIK 1555170 FOLSOM, CA

Back to AVB Full portfolio

Position in AVB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,119,274

-$127,776 QoQ

Shares Held

6,852

-0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.02918855808523059.ToString("F0")% Shared 0.ToString("F0")% None 99.97081144191476.ToString("F0")%

Common Shares in AVB Over Time

Shares Held

Position Value (USD)

Derivatives in AVB

reported options exposure · as of Sep 30, 2025

CallValue

$19,317

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Residential

Real Estate · as of Mar 31, 2026

Allworth Financial LP holds $7,495,951 across 19 REIT - Residential names. AVB ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	34,434	$4,205,080
2	AVB	Avalonbay Communities Inc This page	6,852	$1,119,274
3	ESS	Essex Property Trust, Inc.	3,258	$788,436
4	AMH	American Homes 4 Rent	23,653	$660,391
5	INVH	Invitation Homes Inc.	7,155	$177,801
6	MRP	Millrose Properties, Inc.	4,704	$131,712
7	EQR	Equity Residential	1,580	$93,457
8	UDR	UDR, Inc.	2,323	$78,470

All Filings in AVB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,119,274	6,852	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$1,247,050	6,878	+6778.0%	Shares	Sole	2026-02-05
2025-09-30	$19,317	100	-98.5%	Call	Sole	2025-12-02
2025-09-30	$1,269,513	6,572	+1.8%	Shares	Sole	2025-12-02
2025-06-30	$1,313,999	6,457	+639.6%	Shares	Sole	2025-08-07
2025-03-31	$187,363	873	+14.7%	Shares	Sole	2025-04-30
2024-12-31	$167,397	761	+47.8%	Shares	Sole	2025-01-30
2024-09-30	$116,003	515	-18.4%	Shares	Sole	2024-10-23
2024-06-30	$130,547	631	+24.5%	Shares	Sole	2024-07-24
2024-03-31	$94,078	507	+3.3%	Shares	Sole	2024-04-25
2023-12-31	$91,925	491	-13.1%	Shares	Sole	2024-01-24
2023-09-30	$97,033	565	+29.6%	Shares	Sole	2023-10-31
2023-06-30	$82,521	436	+3.3%	Shares	Sole	2023-07-18
2023-03-31	$70,921	422	+31.9%	Shares	Sole	2023-04-18
2022-12-31	$51,686	320	-90.5%	Shares	Sole	2023-01-13
2022-09-30	$617,220	3,351	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$639,276	3,291	+47.2%	Shares	Sole	2022-07-13
2022-03-31	$555,355	2,236	+889.4%	Shares	Sole	2022-04-22
2021-12-31	$57,085	226	-18.1%	Shares	Sole	2022-01-21
2021-09-30	$61,172	276	+23.8%	Shares	Sole	2021-11-02
2021-06-30	$46,537	223	+0.9%	Shares	Sole	2021-08-02
2021-03-31	$40,776	221	+0.9%	Shares	Sole	2021-04-29
2020-12-31	$35,134	219	+1.4%	Shares	Sole	2021-01-26
2020-09-30	$32,257	216	+0.9%	Shares	Sole	2020-11-03
2020-06-30	$33,092	214	-33.5%	Shares	Sole	2020-07-24
2020-03-31	$47,388	322	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.