Golden State Wealth Management, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1776033
SANTA ANA, CA
Position in AVB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,774
+$1,850 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#632
of 749 holders
Holding Since
Mar 2020
8 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, 2026Golden State Wealth Management, LLC holds $43,706 across 3 REIT - Residential names. AVB ranks #2 (31.5% of the industry book) .
All Filings in AVB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,774 | 73 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $11,924 | 73 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $57,656 | 318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,870 | 341 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $19,536 | 96 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,077 | 19 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,839 | 22 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $10,154 | 69 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||