WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in AVB — Avalonbay Communities Inc

CIK 1632972 PLYMOUTH, MN

Position in AVB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,809,348

-$478,695 QoQ

Shares Held

9,589

-31.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#31

of 151 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. AVB ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	140,661	$19,543,439
2	SUI	Sun Communities Inc	62,709	$7,519,436
3	AMH	American Homes 4 Rent	171,746	$5,756,925
4	ESS	Essex Property Trust, Inc.	15,297	$4,460,452
5	INVH	Invitation Homes Inc.	118,326	$3,574,628
6	MRP	Millrose Properties, Inc.	107,150	$3,219,857
7	AVB	Avalonbay Communities Inc This page	9,589	$1,809,348
8	CPT	Camden Property Trust	13,206	$1,511,954

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,809,348	9,589	-31.5%	Shares	Sole	2026-07-15
2026-03-31	$2,288,043	14,007	+63.3%	Shares	Sole	2026-04-08
2025-12-31	$1,555,458	8,579	-6.5%	Shares	Sole	2026-01-08
2025-09-30	$1,772,914	9,178	+11.0%	Shares	Sole	2025-10-29
2025-06-30	$1,683,148	8,271	+16.2%	Shares	Sole	2025-07-10
2025-03-31	$1,527,879	7,119	-7.7%	Shares	Sole	2025-04-16
2024-12-31	$1,696,188	7,711	-3.5%	Shares	Sole	2025-03-17
2024-09-30	$1,799,071	7,987	+13.9%	Shares	Sole	2024-10-24
2024-06-30	$1,450,712	7,012	-1.2%	Shares	Sole	2024-07-16
2024-03-31	$1,317,476	7,100	+11.3%	Shares	Sole	2024-04-15
2023-12-31	$1,194,463	6,380	+13.0%	Shares	Sole	2024-01-30
2023-09-30	$969,815	5,647	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.