Apollon Wealth Management, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in AVB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$241,523
+$22,634 QoQ
Shares Held
3,575
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#534
of 749 holders
Holding Since
Jun 2024
9 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, 2026Apollon Wealth Management, LLC holds $2,231,690 across 6 REIT - Residential names. AVB ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
4,523 | $628,425 | |
| 2 | CPT |
Camden Property Trust
|
4,389 | $502,496 | |
| 3 | INVH |
Invitation Homes Inc.
|
14,080 | $425,356 | |
| 4 | AVB |
Avalonbay Communities Inc
This page
|
3,575 | $241,523 | |
| 5 | AMH |
American Homes 4 Rent
|
6,507 | $218,114 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
740 | $215,776 |
All Filings in AVB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,523 | 1,280 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $218,889 | 1,340 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $254,559 | 1,404 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $271,597 | 1,406 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $243,386 | 1,196 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $232,862 | 1,085 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $229,868 | 1,045 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $250,478 | 1,112 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $208,338 | 1,007 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||