Position in AVB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$97,828,026
-$29,571,075 QoQ
Shares Held
598,886
-14.8% QoQ
Ownership
0.431%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.2187928921364.ToString("F0")%
Shared 0.ToString("F0")%
None 11.781207107863601.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Derivatives in AVB
reported options exposure · as of Dec 31, 2025CallValue
$10,443,456
CallShares
57,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS Group AG holds $821,324,876 across 22 REIT - Residential names. AVB ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
5,032,699 | $140,512,955 | |
| 2 | INVH |
Invitation Homes Inc.
|
4,501,208 | $111,855,017 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
598,886 | $97,828,026 | |
| 4 | EQR |
Equity Residential
|
1,598,436 | $94,547,487 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
690,447 | $84,317,385 | |
| 6 | UDR |
UDR, Inc.
|
2,031,804 | $68,634,337 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
953,668 | $59,527,956 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
182,801 | $44,237,842 |
All Filings in AVB
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,828,026 | 598,886 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $10,443,456 | 57,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $127,399,101 | 702,659 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $141,557,679 | 732,814 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $104,604,087 | 514,025 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $126,458,179 | 589,219 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $93,092,181 | 423,204 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $107,377,798 | 476,705 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $72,405,289 | 349,970 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $78,768,733 | 424,492 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $66,710,976 | 356,324 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $58,823,523 | 342,515 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $59,405,605 | 313,867 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $27,950,561 | 166,313 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,945,983 | 148,254 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $26,507,885 | 143,916 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $23,587,192 | 121,427 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $56,478,592 | 227,397 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,012,700 | 75,271 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,954,536 | 198,315 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,639,612 | 142,027 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $35,614,488 | 193,022 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $16,236,880 | 88,000 | Call | Defined | 2021-05-12 | |
| 2020-12-31 | $30,629,616 | 190,922 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $160,430 | 1,000 | Call | Defined | 2021-02-11 | |
| 2020-09-30 | $37,522,271 | 251,254 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,458,675 | 145,232 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $31,805,201 | 216,112 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||