Dynamic Wealth Strategies, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1812853
GRANITE BAY, CA
Position in AVB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$160,009
-$2,197 QoQ
Shares Held
848
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#560
of 749 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $265,522 across 6 REIT - Residential names. AVB ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
848 | $160,009 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
2,685 | $44,812 | |
| 3 | VMRK |
Vivmark Residential
|
400 | $27,172 | |
| 4 | INVH |
Invitation Homes Inc.
|
602 | $18,186 | |
| 5 | SUI |
Sun Communities Inc
|
100 | $11,991 | |
| 6 | AMH |
American Homes 4 Rent
|
100 | $3,352 |
All Filings in AVB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,009 | 848 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $162,206 | 993 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $218,478 | 1,205 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $189,692 | 982 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $115,791 | 569 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $140,361 | 654 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $179,524 | 797 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $174,822 | 845 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $172,570 | 930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $173,927 | 929 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||