Position in AVB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,107,044
+$986,305 QoQ
Shares Held
5,867
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 749 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $12,820,667 across 14 REIT - Residential names. AVB ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
62,594 | $4,034,183 | |
| 2 | MRP |
Millrose Properties, Inc.
|
79,666 | $2,393,963 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
12,817 | $1,780,793 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
5,867 | $1,107,044 | |
| 5 | CSR |
Centerspace
|
16,203 | $910,446 | |
| 6 | SUI |
Sun Communities Inc
|
7,263 | $870,906 | |
| 7 | VMRK |
Vivmark Residential
|
6,144 | $417,361 | |
| 8 | AMH |
American Homes 4 Rent
|
10,111 | $338,920 |
All Filings in AVB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,044 | 5,867 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $120,739 | 5,543 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $919,060 | 5,069 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $126,333 | 654 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $139,804 | 687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $157,531 | 734 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $177,735 | 808 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $531,590 | 2,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $155,167 | 750 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $142,138 | 766 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $388,481 | 2,075 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $76,939 | 448 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,785 | 20 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,436 | 74 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $137,292 | 850 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $234,289 | 1,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $272,144 | 1,401 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $660,522 | 2,615 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||