Position in AVB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,216,203
-$375,622 QoQ
Shares Held
92,013
-18.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#200
of 749 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cetera Investment Advisers holds $48,354,392 across 15 REIT - Residential names. AVB ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
91,432 | $12,703,562 | |
| 2 | MRP |
Millrose Properties, Inc.
|
294,023 | $8,835,391 | |
| 3 | AVB |
Avalonbay Communities Inc
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|
92,013 | $6,216,203 | |
| 4 | VMRK |
Vivmark Residential
|
62,162 | $4,222,664 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
230,864 | $3,853,120 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
10,362 | $3,021,455 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
27,561 | $1,776,306 | |
| 8 | AMH |
American Homes 4 Rent
|
51,458 | $1,724,872 |
All Filings in AVB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,216,203 | 32,944 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,591,825 | 40,354 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,672,464 | 31,286 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,180,667 | 31,996 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,824,578 | 23,708 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,237,671 | 19,745 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,919,645 | 17,819 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,983,771 | 17,686 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,505,751 | 16,945 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $3,259,175 | 17,564 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,298,370 | 6,935 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,080,759 | 6,293 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,101,740 | 5,821 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $895,927 | 5,331 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $782,402 | 4,844 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,000 | 8,018 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $729,797 | 3,757 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,306,426 | 5,260 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $860,574 | 3,407 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $705,036 | 3,181 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $703,076 | 3,369 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $516,812 | 2,801 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $399,631 | 2,491 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||