Quaker Wealth Management, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1733472
MOORESTOWN, NJ
Position in AVB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$566
+$240 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#735
of 745 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Derivatives in AVB
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$643
PutShares
3
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Quaker Wealth Management, LLC holds $3,847 across 8 REIT - Residential names. AVB ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
26 | $1,037 | |
| 2 | AVB |
Avalonbay Communities Inc
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|
3 | $566 | |
| 3 | INVH |
Invitation Homes Inc.
|
17 | $513 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
3 | $416 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
6 | $386 | |
| 6 | AMH |
American Homes 4 Rent
|
11 | $368 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
1 | $291 | |
| 8 | MRP |
Millrose Properties, Inc.
|
9 | $270 |
All Filings in AVB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $326 | 2 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $362 | 2 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $643 | 3 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||