Position in AVB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$601,944
+$49,674 QoQ
Shares Held
3,685
+21.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WEALTH ALLIANCE, LLC holds $1,206,913 across 2 REIT - Residential names. AVB ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRT |
BRT Apartments Corp.
|
45,350 | $604,969 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
3,685 | $601,944 |
All Filings in AVB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $601,944 | 3,685 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $552,270 | 3,046 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $725,160 | 3,754 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $464,387 | 2,282 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $350,045 | 1,631 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $334,134 | 1,519 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $345,758 | 1,535 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $332,679 | 1,608 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $301,349 | 1,624 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $298,615 | 1,595 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $258,812 | 1,507 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $316,648 | 1,673 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $268,727 | 1,599 | Shares | Defined | 2023-05-11 | |
| 2022-09-30 | $209,792 | 1,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,539 | 1,367 | Shares | Defined | 2022-10-11 | |
| 2020-06-30 | $260,104 | 1,682 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||