Position in AVB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,642
+$718 QoQ
Shares Held
67
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 749 holders
Holding Since
Jun 2021
21 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, 2026MV CAPITAL MANAGEMENT, INC. holds $50,312 across 9 REIT - Residential names. AVB ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
67 | $12,642 | |
| 2 | VMRK |
Vivmark Residential
|
172 | $11,683 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
68 | $9,447 | |
| 4 | CPT |
Camden Property Trust
|
51 | $5,838 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
20 | $5,831 | |
| 6 | INVH |
Invitation Homes Inc.
|
76 | $2,295 | |
| 7 | UDR |
UDR, Inc.
|
48 | $1,916 | |
| 8 | SUI |
Sun Communities Inc
|
3 | $359 |
All Filings in AVB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,642 | 67 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,924 | 73 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,779 | 76 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $13,715 | 71 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $15,466 | 76 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,740 | 78 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $17,817 | 81 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,020 | 80 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,551 | 80 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $13,174 | 71 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,479 | 72 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $13,052 | 76 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,763 | 78 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,923 | 65 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $8,722 | 54 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,288 | 45 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,719 | 14 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,176 | 45 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,103 | 40 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,314 | 33 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,173 | 20 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||