Clearstead Trust, LLC

Position in AVB — Avalonbay Communities Inc

CIK 1708001 PORTLAND, ME

Position in AVB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$29,435

+$3,953 QoQ

Shares Held

436

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#603

of 749 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Trust, LLC holds $257,631 across 6 REIT - Residential names. AVB ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	269	$78,437
2	IRT	Independence Realty Trust, Inc.	4,359	$72,751
3	ELS	Equity Lifestyle Properties Inc	505	$32,547
4	AVB	Avalonbay Communities Inc This page	436	$29,435
5	INVH	Invitation Homes Inc.	924	$27,914
6	SUI	Sun Communities Inc	138	$16,547

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,435	156	0.0%	Shares	Sole	2026-08-06
2026-03-31	$25,482	156	+56.0%	Shares	Sole	2026-05-06
2025-12-31	$18,131	100	0.0%	Shares	Sole	2026-02-09
2025-09-30	$19,317	100	-38.3%	Shares	Sole	2025-11-10
2025-06-30	$32,966	162	+62.0%	Shares	Sole	2025-08-08
2025-03-31	$21,461	100	-96.4%	Shares	Sole	2025-05-09
2023-03-31	$470,568	2,800	0.0%	Shares	Sole	2023-05-10
2022-12-31	$452,256	2,800	-1.0%	Shares	Sole	2023-02-01
2022-09-30	$521,073	2,829	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$543,900	2,800	0.0%	Shares	Sole	2022-08-11
2021-09-30	$620,591	2,800	+1239.7%	Shares	Sole	2021-11-02
2021-06-30	$43,616	209	-92.5%	Shares	Sole	2021-08-12
2021-03-31	$516,628	2,800	0.0%	Shares	Sole	2021-04-30
2020-12-31	$449,203	2,800	0.0%	Shares	Sole	2021-02-16
2020-09-30	$418,152	2,800	0.0%	Shares	Sole	2020-10-23
2020-06-30	$432,992	2,800	0.0%	Shares	Sole	2020-08-17
2020-03-31	$412,075	2,800	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.