Pinnacle Wealth Planning Services, Inc.
Position in AVB — Avalonbay Communities Inc
CIK 1726752
MANSFIELD, OH
Position in AVB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$34,466
-$4,153 QoQ
Shares Held
211
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $578,846 across 17 REIT - Residential names. AVB ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
7,656 | $214,368 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,667 | $99,271 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
233 | $56,386 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
211 | $34,466 | |
| 5 | VRE |
Veris Residential, Inc.
|
1,767 | $33,343 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
273 | $33,338 | |
| 7 | BRT |
BRT Apartments Corp.
|
1,986 | $26,493 | |
| 8 | UDR |
UDR, Inc.
|
732 | $24,726 |
All Filings in AVB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,466 | 211 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $38,619 | 213 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $40,428 | 252 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||