Lido Advisors, LLC

Position in AVB — Avalonbay Communities Inc

CIK 1650150 Los Angeles, CA

Position in AVB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$358,716

-$98,547 QoQ

Shares Held

2,196

-12.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 32.69581056466303.ToString("F0")% Shared 0.ToString("F0")% None 67.30418943533698.ToString("F0")%

Real Estate · as of Mar 31, 2026

Lido Advisors, LLC holds $42,366,114 across 4 REIT - Residential names. AVB ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	169,913	$41,118,946
2	ELS	Equity Lifestyle Properties Inc	9,690	$604,848
3	AVB	Avalonbay Communities Inc This page	2,196	$358,716
4	CPT	Camden Property Trust	2,904	$283,604

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$358,716	2,196	-12.9%	Shares	Sole	2026-05-13
2025-12-31	$457,263	2,522	+1.1%	Shares	Sole	2026-02-10
2025-09-30	$481,958	2,495	+9.3%	Shares	Sole	2025-11-14
2025-06-30	$464,387	2,282	-11.6%	Shares	Defined	2025-08-13
2025-03-31	$553,718	2,580	+3.1%	Shares	Sole	2025-05-15
2024-12-31	$550,364	2,502	+4.7%	Shares	Defined	2025-02-14
2024-09-30	$538,347	2,390	+35.6%	Shares	Sole	2024-11-14
2024-06-30	$364,539	1,762	+11.9%	Shares	Defined	2024-08-15
2024-03-31	$292,257	1,575	-2.9%	Shares	Sole	2024-05-15
2023-12-31	$303,670	1,622	-69.3%	Shares	Defined	2024-02-14
2022-12-31	$852,502	5,278	-2.1%	Shares	Sole	2023-02-14
2022-09-30	$993,152	5,392	-25.1%	Shares	Sole	2022-11-14
2022-06-30	$1,398,600	7,200	-23.2%	Shares	Sole	2022-08-15
2022-03-31	$2,328,717	9,376	-1.2%	Shares	Sole	2022-05-17
2021-12-31	$2,397,079	9,490	+2.2%	Shares	Sole	2022-02-15
2021-09-30	$2,058,592	9,288	+69.9%	Shares	Sole	2022-02-15
2021-06-30	$1,140,908	5,467	+7.3%	Shares	Sole	2021-08-12
2021-03-31	$940,078	5,095	+1.2%	Shares	Sole	2021-05-13
2020-12-31	$807,444	5,033	+20.0%	Shares	Sole	2021-02-08
2020-09-30	$626,481	4,195	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.