Steward Partners Investment Advisory, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1723397
STAMFORD, CT
Position in AVB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,534,993
+$314,116 QoQ
Shares Held
8,135
+8.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 745 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $15,604,896 across 17 REIT - Residential names. AVB ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
42,289 | $5,875,633 | |
| 2 | SUI |
Sun Communities Inc
|
21,427 | $2,569,311 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
114,434 | $1,909,903 | |
| 4 | AVB |
Avalonbay Communities Inc
This page
|
8,135 | $1,534,993 | |
| 5 | CPT |
Camden Property Trust
|
7,799 | $892,907 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
22,983 | $641,685 | |
| 7 | INVH |
Invitation Homes Inc.
|
20,740 | $626,555 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
1,977 | $576,473 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,534,993 | 8,135 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,220,877 | 7,474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,490,730 | 8,222 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,525,849 | 7,899 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,653,641 | 8,126 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,727,691 | 8,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,706,527 | 7,758 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,376,502 | 6,111 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,269,477 | 6,136 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,155,296 | 6,226 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,155,334 | 6,171 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,061,696 | 6,182 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,204,892 | 6,366 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,204,822 | 7,169 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,548,007 | 9,584 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,828,822 | 9,929 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,378,592 | 7,097 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,719,713 | 6,924 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,754,742 | 6,947 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,559,459 | 7,036 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,486,290 | 7,122 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,378,289 | 7,470 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,115,469 | 6,953 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $475,797 | 3,186 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $485,724 | 3,141 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $456,227 | 3,100 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||