Ethic Inc.

Position in AVB — Avalonbay Communities Inc

CIK 1780570 NEW YORK, NY

Position in AVB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,070,552

+$880,192 QoQ

Shares Held

16,273

+21.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#252

of 745 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Real Estate · as of Jun 30, 2026

Ethic Inc. holds $13,413,517 across 11 REIT - Residential names. AVB ranks #1 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc This page	16,273	$3,070,552
2	VMRK	Vivmark Residential	36,677	$2,491,468
3	INVH	Invitation Homes Inc.	51,805	$1,565,029
4	ESS	Essex Property Trust, Inc.	5,072	$1,478,944
5	MAA	Mid America Apartment Communities Inc.	8,120	$1,128,192
6	ELS	Equity Lifestyle Properties Inc	14,837	$956,244
7	AMH	American Homes 4 Rent	25,504	$854,894
8	SUI	Sun Communities Inc	6,982	$837,211

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,070,552	16,273	+21.4%	Shares	Sole	2026-07-29
2026-03-31	$2,190,360	13,409	+14.0%	Shares	Sole	2026-04-27
2025-12-31	$2,132,749	11,763	+2.9%	Shares	Sole	2026-02-03
2025-09-30	$2,207,160	11,426	-12.5%	Shares	Sole	2025-10-17
2025-06-30	$2,656,489	13,054	-17.8%	Shares	Sole	2025-07-30
2025-03-31	$3,409,453	15,886	+13.8%	Shares	Sole	2025-05-13
2024-12-31	$3,069,681	13,955	+26.1%	Shares	Sole	2025-02-14
2024-09-30	$2,491,940	11,063	-5.2%	Shares	Sole	2024-11-13
2024-06-30	$2,415,026	11,673	+5.5%	Shares	Sole	2024-08-13
2024-03-31	$2,052,850	11,063	-3.7%	Shares	Sole	2024-05-13
2023-12-31	$2,151,157	11,490	-5.7%	Shares	Sole	2024-02-14
2023-09-30	$2,092,136	12,182	+16.5%	Shares	Sole	2023-11-14
2023-06-30	$1,978,439	10,453	+43.9%	Shares	Sole	2023-08-14
2023-03-31	$1,220,451	7,262	+413.2%	Shares	Sole	2023-05-12
2022-12-31	$228,550	1,415	-16.1%	Shares	Sole	2023-02-14
2022-09-30	$310,728	1,687	-10.2%	Shares	Sole	2022-11-14
2022-06-30	$364,995	1,879	+13.1%	Shares	Sole	2022-08-10
2022-03-31	$412,790	1,662	-22.1%	Shares	Sole	2022-05-16
2021-12-31	$538,774	2,133	-70.1%	Shares	Sole	2022-02-14
2021-09-30	$1,583,617	7,145	+14.8%	Shares	Sole	2021-11-15
2021-06-30	$1,298,886	6,224	+46.5%	Shares	Sole	2021-08-10
2021-03-31	$783,982	4,249	+43.9%	Shares	Sole	2021-05-13
2020-12-31	$473,589	2,952	+33.3%	Shares	Sole	2021-02-10
2020-09-30	$330,788	2,215	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.