Position in AVB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,057
-$2,831 QoQ
Shares Held
101
-24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#619
of 749 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $73,142 across 11 REIT - Residential names. AVB ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
484 | $19,321 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
101 | $19,057 | |
| 3 | CPT |
Camden Property Trust
|
110 | $12,593 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
71 | $9,864 | |
| 5 | VMRK |
Vivmark Residential
|
91 | $6,181 | |
| 6 | INVH |
Invitation Homes Inc.
|
74 | $2,235 | |
| 7 | MRP |
Millrose Properties, Inc.
|
43 | $1,292 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4 | $1,166 |
All Filings in AVB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,057 | 101 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $21,888 | 134 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $362 | 2 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||