Position in AVB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$683,619
+$177,890 QoQ
Shares Held
3,623
+17.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#403
of 745 holders
Holding Since
Mar 2024
9 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, 2026Merit Financial Group, LLC holds $7,879,817 across 10 REIT - Residential names. AVB ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
16,225 | $2,254,298 | |
| 2 | AMH |
American Homes 4 Rent
|
45,029 | $1,509,369 | |
| 3 | INVH |
Invitation Homes Inc.
|
37,119 | $1,121,362 | |
| 4 | MRP |
Millrose Properties, Inc.
|
24,951 | $749,775 | |
| 5 | AVB |
Avalonbay Communities Inc
This page
|
3,623 | $683,619 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
1,593 | $464,501 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
5,621 | $362,271 | |
| 8 | VMRK |
Vivmark Residential
|
5,051 | $343,111 |
All Filings in AVB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,619 | 3,623 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $505,729 | 3,096 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $472,491 | 2,606 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $544,349 | 2,818 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $587,911 | 2,889 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $457,784 | 2,133 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $475,795 | 2,163 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $355,643 | 1,719 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $313,781 | 1,691 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||