EverSource Wealth Advisors, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1710537
BIRMINGHAM, AL
Position in AVB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$133,779
+$15,752 QoQ
Shares Held
819
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,774,787 across 20 REIT - Residential names. AVB ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
95,057 | $2,653,986 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,643 | $200,638 | |
| 3 | INVH |
Invitation Homes Inc.
|
5,975 | $148,475 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
819 | $133,779 | |
| 5 | MRP |
Millrose Properties, Inc.
|
4,468 | $125,104 | |
| 6 | SUI |
Sun Communities Inc
|
982 | $123,688 | |
| 7 | EQR |
Equity Residential
|
1,822 | $107,763 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
265 | $64,130 |
All Filings in AVB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,779 | 819 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $118,027 | 651 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $154,340 | 799 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $253,152 | 1,244 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $113,531 | 529 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $386,264 | 1,756 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $170,061 | 755 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $119,166 | 576 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,821 | 123 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $18,347 | 98 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,830 | 98 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,711 | 120 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,326 | 115 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,398 | 52 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,998 | 38 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,633 | 29 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,940 | 36 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,556 | 22 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||