Global Retirement Partners, LLC
PensionPosition in AVB — Avalonbay Communities Inc
CIK 1749744
San Rafael, CA
Position in AVB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$293,601
-$84,067 QoQ
Shares Held
1,556
-25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 745 holders
Holding Since
Mar 2020
20 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, 2026Global Retirement Partners, LLC holds $1,669,745 across 18 REIT - Residential names. AVB ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
1,556 | $293,601 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
779 | $227,148 | |
| 3 | UDR |
UDR, Inc.
|
4,689 | $187,184 | |
| 4 | CPT |
Camden Property Trust
|
1,446 | $165,552 | |
| 5 | SUI |
Sun Communities Inc
|
1,119 | $134,179 | |
| 6 | VMRK |
Vivmark Residential
|
1,815 | $123,292 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
762 | $105,872 | |
| 8 | MRP |
Millrose Properties, Inc.
|
3,433 | $103,161 |
All Filings in AVB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,601 | 1,556 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $377,668 | 2,083 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $108,947 | 564 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $101,343 | 498 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $119,663 | 544 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $49,780 | 221 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $34,757 | 168 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $28,390 | 153 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $21,717 | 116 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $18,719 | 109 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,466 | 87 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $13,444 | 80 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,591 | 47 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,683 | 20 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,518 | 49 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,699 | 31 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $6,427 | 29 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,921 | 14 | Shares | Sole | 2021-07-15 | |
| 2020-06-30 | $1,701 | 11 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $6,622 | 45 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||