Position in AVB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$793,441
+$63,267 QoQ
Shares Held
11,745
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#382
of 749 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $938,728 across 3 REIT - Residential names. AVB ranks #1 (84.5% of the industry book) .
All Filings in AVB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,441 | 4,205 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $730,174 | 4,470 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $964,569 | 5,320 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,160,951 | 6,010 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,970,682 | 68,652 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,949,356 | 69,655 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,470,490 | 70,330 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,957,836 | 70,845 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,793,669 | 71,505 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,305,579 | 71,705 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $13,242,070 | 70,730 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,263,094 | 71,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,489,272 | 71,270 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,868,397 | 70,620 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||