Position in AVB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$264,627
-$107,058 QoQ
Shares Held
1,620
-21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Capital Square, LLC holds $4,599,473 across 10 REIT - Residential names. AVB ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
8,415 | $1,059,953 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
13,080 | $816,453 | |
| 3 | CPT |
Camden Property Trust
|
5,704 | $557,052 | |
| 4 | INVH |
Invitation Homes Inc.
|
21,388 | $531,491 | |
| 5 | CSR |
Centerspace
|
6,646 | $381,812 | |
| 6 | BRT |
BRT Apartments Corp.
|
20,717 | $276,364 | |
| 7 | AVB |
Avalonbay Communities Inc
This page
|
1,620 | $264,627 | |
| 8 | UMH |
Umh Properties, Inc.
|
17,245 | $248,845 |
All Filings in AVB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,627 | 1,620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $371,685 | 2,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $574,873 | 2,976 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $647,740 | 3,183 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $682,706 | 3,181 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $731,620 | 3,326 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $690,841 | 3,067 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $500,053 | 2,417 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $259,969 | 1,401 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $344,859 | 1,842 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $354,127 | 2,062 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $384,028 | 2,029 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $327,717 | 1,950 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $359,866 | 2,228 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $472,447 | 2,565 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $524,086 | 2,698 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,253,026 | 5,045 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,878,511 | 7,437 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,091,173 | 9,435 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,049,335 | 9,820 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,845,469 | 10,002 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,615,369 | 10,069 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,339,729 | 8,971 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $806,447 | 5,215 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||