Position in AVB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$696,453
-$142,999 QoQ
Shares Held
3,691
-28.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 745 holders
Holding Since
Sep 2023
11 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, 2026Empowered Funds, LLC holds $5,310,898 across 9 REIT - Residential names. AVB ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAN |
Janus Living, Inc.
|
53,132 | $1,527,013 | |
| 2 | AVB |
Avalonbay Communities Inc
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|
3,691 | $696,453 | |
| 3 | VMRK |
Vivmark Residential
|
9,563 | $649,612 | |
| 4 | SUI |
Sun Communities Inc
|
4,252 | $509,855 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
3,541 | $491,984 | |
| 6 | INVH |
Invitation Homes Inc.
|
14,693 | $443,874 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
1,422 | $414,640 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
19,433 | $324,336 |
All Filings in AVB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,453 | 3,691 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $839,452 | 5,139 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $949,815 | 4,917 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $662,595 | 3,256 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $584,410 | 2,723 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $566,422 | 2,575 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $526,409 | 2,337 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $438,399 | 2,119 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $339,760 | 1,831 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $275,962 | 1,474 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $207,805 | 1,210 | Shares | Other | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||