Position in AVB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,522,593
-$740,608 QoQ
Shares Held
46,052
+1.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 80%
Shared 6%
None 15%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $54,030,154 across 16 REIT - Residential names. AVB ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
97,305 | $9,502,804 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
71,973 | $8,789,341 | |
| 3 | AVB |
Avalonbay Communities Inc
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|
46,052 | $7,522,593 | |
| 4 | MRP |
Millrose Properties, Inc.
|
235,244 | $6,586,832 | |
| 5 | UDR |
UDR, Inc.
|
142,652 | $4,818,783 | |
| 6 | INVH |
Invitation Homes Inc.
|
181,251 | $4,504,086 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
48,548 | $3,030,364 | |
| 8 | SUI |
Sun Communities Inc
|
23,588 | $2,971,143 |
All Filings in AVB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,522,593 | 46,052 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,263,201 | 45,575 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $10,565,819 | 54,697 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,477,400 | 56,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,383,359 | 57,699 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $13,120,110 | 59,645 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,450,578 | 59,714 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $11,114,337 | 53,721 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,493,806 | 51,163 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,750,359 | 57,421 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $9,488,291 | 55,248 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,334,331 | 54,601 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,350,104 | 43,735 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,859,754 | 42,470 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $267,812 | 1,454 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,417 | 1,284 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||