Position in AVB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$113,364
-$346,075 QoQ
Shares Held
694
-72.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Arax Advisory Partners holds $5,914,118 across 19 REIT - Residential names. AVB ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
7,299 | $1,766,358 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
14,151 | $1,728,120 | |
| 3 | CPT |
Camden Property Trust
|
15,245 | $1,488,826 | |
| 4 | AMH |
American Homes 4 Rent
|
9,241 | $258,008 | |
| 5 | SUI |
Sun Communities Inc
|
1,617 | $203,677 | |
| 6 | UDR |
UDR, Inc.
|
5,551 | $187,512 | |
| 7 | AVB |
Avalonbay Communities Inc
This page
|
694 | $113,364 | |
| 8 | INVH |
Invitation Homes Inc.
|
1,546 | $38,418 |
All Filings in AVB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,364 | 694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $459,439 | 2,534 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $537,785 | 2,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,514 | 204 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,645 | 222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,855 | 163 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $35,364 | 157 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $26,688 | 129 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $21,339 | 115 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,343 | 114 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,406 | 113 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,847 | 126 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,654 | 111 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $17,767 | 110 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $20,076 | 109 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $20,979 | 108 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $26,575 | 107 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $26,774 | 106 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $23,493 | 106 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $21,912 | 105 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $16,524 | 103 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $15,232 | 102 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,618 | 101 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $14,717 | 100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||