Position in AVB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$531,539
+$175,110 QoQ
Shares Held
2,817
+29.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#429
of 749 holders
Holding Since
Mar 2025
6 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, 2026AlphaCore Capital LLC holds $3,873,679 across 9 REIT - Residential names. AVB ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
6,969 | $968,272 | |
| 2 | AVB |
Avalonbay Communities Inc
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|
2,817 | $531,539 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
28,266 | $471,759 | |
| 4 | VMRK |
Vivmark Residential
|
6,141 | $417,158 | |
| 5 | AMH |
American Homes 4 Rent
|
11,185 | $374,921 | |
| 6 | CPT |
Camden Property Trust
|
3,030 | $346,904 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
915 | $266,804 | |
| 8 | SUI |
Sun Communities Inc
|
2,110 | $253,010 |
All Filings in AVB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,539 | 2,817 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $356,429 | 2,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $509,118 | 2,808 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $442,359 | 2,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $411,884 | 2,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $436,751 | 2,035 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||