Position in AVB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$41,654
-$953 QoQ
Shares Held
255
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $712,781 across 20 REIT - Residential names. AVB ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,643 | $332,912 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,953 | $103,530 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
408 | $49,824 | |
| 4 | AMH |
American Homes 4 Rent
|
1,681 | $46,933 | |
| 5 | AVB |
Avalonbay Communities Inc
This page
|
255 | $41,654 | |
| 6 | INVH |
Invitation Homes Inc.
|
1,094 | $27,185 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
781 | $19,525 | |
| 8 | MRP |
Millrose Properties, Inc.
|
557 | $15,596 |
All Filings in AVB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,654 | 255 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $42,607 | 235 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $35,736 | 185 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $23,809 | 117 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $29,188 | 136 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $28,816 | 131 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,903 | 115 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $25,033 | 121 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,618 | 68 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $11,607 | 62 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $10,819 | 63 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $21,198 | 112 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,747 | 58 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $31,334 | 194 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $44,758 | 243 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $31,080 | 160 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $39,739 | 160 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $5,556 | 22 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $9,752 | 44 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $6,886 | 33 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,904 | 32 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,812 | 30 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,136 | 21 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,855 | 12 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $13,098 | 89 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||