Position in AVB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$361,530
+$111,278 QoQ
Shares Held
1,916
+25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 745 holders
Holding Since
Jun 2025
4 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, 2026Integrated Wealth Concepts LLC holds $7,008,283 across 20 REIT - Residential names. AVB ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
25,074 | $1,703,276 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
11,949 | $1,660,194 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
50,466 | $842,277 | |
| 4 | AMH |
American Homes 4 Rent
|
22,076 | $739,987 | |
| 5 | INVH |
Invitation Homes Inc.
|
22,926 | $692,594 | |
| 6 | AVB |
Avalonbay Communities Inc
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|
1,916 | $361,530 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
1,039 | $302,962 | |
| 8 | MRP |
Millrose Properties, Inc.
|
8,303 | $249,505 |
All Filings in AVB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,530 | 1,916 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $250,252 | 1,532 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $204,180 | 1,057 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $236,263 | 1,161 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||