Position in AVB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$974,017
+$140,769 QoQ
Shares Held
5,162
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#360
of 745 holders
Holding Since
Sep 2021
18 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, 2026Horizon Investments, LLC holds $13,984,519 across 10 REIT - Residential names. AVB ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
168,709 | $5,655,125 | |
| 2 | INVH |
Invitation Homes Inc.
|
88,058 | $2,660,232 | |
| 3 | VMRK |
Vivmark Residential
|
34,640 | $2,353,095 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
5,162 | $974,017 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
3,000 | $874,770 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
5,683 | $789,596 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,579 | $230,666 | |
| 8 | CPT |
Camden Property Trust
|
1,781 | $203,906 |
All Filings in AVB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,017 | 5,162 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $833,248 | 5,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,706,776 | 14,929 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,936,570 | 15,202 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,731,377 | 13,422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,067,005 | 9,631 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,920,338 | 8,730 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,927,013 | 8,555 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,796,632 | 8,684 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,525,674 | 8,222 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,436,164 | 7,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,238,417 | 7,211 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,309,748 | 6,920 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,010,880 | 6,015 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $896,759 | 5,552 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $256,576 | 1,393 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $224,358 | 1,155 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $427,321 | 1,928 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||