Position in AVB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$170,575
+$22,907 QoQ
Shares Held
2,525
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#558
of 749 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $1,058,456 across 6 REIT - Residential names. AVB ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
3,678 | $511,021 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
20,329 | $339,291 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
2,525 | $170,575 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
450 | $29,002 | |
| 5 | UDR |
UDR, Inc.
|
200 | $7,984 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
2 | $583 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,575 | 904 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $147,668 | 904 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $163,904 | 904 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $174,625 | 904 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $221,815 | 1,090 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $158,818 | 740 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $68,630 | 312 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $70,278 | 312 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $59,170 | 286 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $56,781 | 306 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $57,289 | 306 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $54,269 | 316 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $57,916 | 306 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $51,090 | 304 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $49,102 | 304 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $55,993 | 304 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $64,296 | 331 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $70,537 | 284 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $71,735 | 284 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $62,945 | 284 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $59,267 | 284 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $52,400 | 284 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $45,562 | 284 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $42,412 | 284 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $43,917 | 284 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $50,773 | 345 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||