Position in AVB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$99,628
+$13,380 QoQ
Shares Held
528
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#565
of 745 holders
Holding Since
Dec 2024
7 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, 2026Sherman Asset Management, Inc. holds $293,979 across 3 REIT - Residential names. AVB ranks #2 (33.9% of the industry book) .
All Filings in AVB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,628 | 528 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $86,248 | 528 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $95,731 | 528 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $101,993 | 528 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $107,448 | 528 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $113,319 | 528 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $116,144 | 528 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||