Position in AVB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$445,308
+$86,592 QoQ
Shares Held
6,591
+7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 749 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $52,537,603 across 7 REIT - Residential names. AVB ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
170,878 | $49,826,315 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,956 | $966,466 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
8,578 | $552,851 | |
| 4 | AVB |
Avalonbay Communities Inc
This page
|
6,591 | $445,308 | |
| 5 | AMH |
American Homes 4 Rent
|
9,120 | $305,701 | |
| 6 | CPT |
Camden Property Trust
|
2,081 | $238,253 | |
| 7 | INVH |
Invitation Homes Inc.
|
6,710 | $202,709 |
All Filings in AVB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,308 | 2,360 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $358,716 | 2,196 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $457,263 | 2,522 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $481,958 | 2,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $464,387 | 2,282 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $553,718 | 2,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $550,364 | 2,502 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $538,347 | 2,390 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,539 | 1,762 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $292,257 | 1,575 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $303,670 | 1,622 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $852,502 | 5,278 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $993,152 | 5,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,398,600 | 7,200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,328,717 | 9,376 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,397,079 | 9,490 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,140,908 | 5,467 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $940,078 | 5,095 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $807,443 | 5,033 | 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. | ||||||