KESTRA PRIVATE WEALTH SERVICES, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1649451
AUSTIN, TX
Position in AVB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$286,242
+$7,077 QoQ
Shares Held
1,517
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 745 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,135,849 across 6 REIT - Residential names. AVB ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
13,914 | $1,933,211 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
3,009 | $877,394 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
51,295 | $856,113 | |
| 4 | CPT |
Camden Property Trust
|
6,919 | $792,156 | |
| 5 | VMRK |
Vivmark Residential
|
5,752 | $390,733 | |
| 6 | AVB |
Avalonbay Communities Inc
This page
|
1,517 | $286,242 |
All Filings in AVB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,242 | 1,517 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $279,165 | 1,709 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $211,044 | 1,164 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $371,465 | 1,923 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $292,429 | 1,437 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $362,707 | 1,690 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $365,590 | 1,662 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $353,642 | 1,570 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $243,716 | 1,178 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $208,198 | 1,122 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||