Position in AVB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$24,152
-$2,147 QoQ
Shares Held
128
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 749 holders
Holding Since
Mar 2020
22 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 Analysts, LLC holds $102,196 across 8 REIT - Residential names. AVB ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
128 | $24,152 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
67 | $19,536 | |
| 3 | SUI |
Sun Communities Inc
|
151 | $18,106 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
295 | $15,664 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
75 | $10,420 | |
| 6 | CPT |
Camden Property Trust
|
57 | $6,525 | |
| 7 | VMRK |
Vivmark Residential
|
88 | $5,977 | |
| 8 | UMH |
Umh Properties, Inc.
|
120 | $1,816 |
All Filings in AVB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,152 | 128 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $26,299 | 161 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $44,783 | 247 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $47,712 | 247 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $49,247 | 242 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $52,581 | 245 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $34,757 | 165 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $47,752 | 212 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $44,066 | 213 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,781 | 209 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $38,941 | 208 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $39,843 | 232 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $43,720 | 231 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $31,763 | 189 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $35,695 | 221 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $41,074 | 223 | Shares | Defined | 2022-11-14 | |
| 2021-06-30 | $1,460 | 7 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $1,291 | 7 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,123 | 7 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $896 | 6 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $49,639 | 321 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $46,800 | 318 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||