Position in AVB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,581,581
+$3,369,198 QoQ
Shares Held
24,281
+227.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#225
of 749 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Wealthfront Advisers LLC holds $34,566,585 across 8 REIT - Residential names. AVB ranks #5 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
119,597 | $8,124,224 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
25,499 | $7,435,253 | |
| 3 | INVH |
Invitation Homes Inc.
|
228,816 | $6,912,531 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
43,211 | $6,003,736 | |
| 5 | AVB |
Avalonbay Communities Inc
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|
24,281 | $4,581,581 | |
| 6 | SUI |
Sun Communities Inc
|
4,633 | $555,543 | |
| 7 | CPT |
Camden Property Trust
|
4,350 | $498,031 | |
| 8 | UDR |
UDR, Inc.
|
11,415 | $455,686 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,581,581 | 24,281 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,212,383 | 7,422 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,663,881 | 9,177 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,798,219 | 9,309 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,900,893 | 9,341 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,955,617 | 9,112 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,024,383 | 9,203 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $2,455,900 | 10,903 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,840,907 | 8,898 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,161,791 | 6,261 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,146,722 | 6,125 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,440,039 | 8,385 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,427,852 | 7,544 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $649,047 | 3,862 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $500,712 | 3,100 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $706,368 | 3,835 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $983,099 | 5,061 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,236,820 | 9,006 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,338,474 | 5,299 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $961,917 | 4,340 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $634,000 | 3,038 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $514,598 | 2,789 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $364,496 | 2,272 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $412,029 | 2,759 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $475,827 | 3,077 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,267,722 | 8,614 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||