Arkadios Wealth Advisors

Position in AVB — Avalonbay Communities Inc

CIK 1800798 ATLANTA, GA

Position in AVB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$625,695

+$107,060 QoQ

Shares Held

3,316

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#412

of 749 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $5,402,713 across 8 REIT - Residential names. AVB ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUI	Sun Communities Inc	9,311	$1,116,481
2	BHM	Bluerock Homes Trust, Inc.	121,770	$1,095,930
3	VMRK	Vivmark Residential	14,474	$983,218
4	AVB	Avalonbay Communities Inc This page	3,316	$625,695
5	CPT	Camden Property Trust	4,255	$487,154
6	IRT	Independence Realty Trust, Inc.	27,050	$451,463
7	MAA	Mid America Apartment Communities Inc.	3,103	$431,130
8	MRP	Millrose Properties, Inc.	7,043	$211,642

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,695	3,316	+4.4%	Shares	Sole	2026-08-10
2026-03-31	$518,635	3,175	-2.5%	Shares	Sole	2026-05-18
2025-12-31	$590,345	3,256	+5.9%	Shares	Sole	2026-02-13
2025-09-30	$594,190	3,076	+26.1%	Shares	Sole	2025-10-29
2025-06-30	$496,336	2,439	+6.6%	Shares	Sole	2025-08-04
2025-03-31	$491,050	2,288	+591.2%	Shares	Sole	2025-05-08
2021-09-30	$73,362	331	+126.7%	Shares	Sole	2021-10-19
2021-06-30	$30,468	146	+265.0%	Shares	Sole	2021-07-28
2021-03-31	$7,380	40	+2.6%	Shares	Sole	2021-04-26
2020-12-31	$6,256	39	-63.6%	Shares	Sole	2021-02-09
2020-09-30	$15,979	107	+1.9%	Shares	Sole	2020-11-10
2020-06-30	$16,237	105	+2000.0%	Shares	Sole	2020-08-10
2020-03-31	$735	5	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.