Capital Advisors, Ltd. LLC
Position in AVB — Avalonbay Communities Inc
CIK 1597878
SHAKER HEIGHTS, OH
Position in AVB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$754
+$591 QoQ
Shares Held
11
+266.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#731
of 749 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $63,380 across 7 REIT - Residential names. AVB ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
158 | $46,071 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
57 | $7,919 | |
| 3 | MRP |
Millrose Properties, Inc.
|
200 | $6,010 | |
| 4 | SUI |
Sun Communities Inc
|
12 | $1,438 | |
| 5 | AVB |
Avalonbay Communities Inc
This page
|
11 | $754 | |
| 6 | CPT |
Camden Property Trust
|
6 | $686 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
18 | $502 |
All Filings in AVB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754 | 4 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $163 | 1 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $181 | 1 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1 | 4 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1 | 4 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,073 | 5 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,099 | 5 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1 | 5 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,034 | 5 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1 | 4 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $187 | 1 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,182 | 36 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,760 | 41 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,554 | 39 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $969 | 6 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,947 | 16 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $745 | 3 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $505 | 2 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||