Position in AVB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$754
+$101 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#728
of 749 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $7,087 across 8 REIT - Residential names. AVB ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
8 | $2,332 | |
| 2 | CPT |
Camden Property Trust
|
17 | $1,946 | |
| 3 | UDR |
UDR, Inc.
|
27 | $1,077 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
4 | $754 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
5 | $694 | |
| 6 | VMRK |
Vivmark Residential
|
2 | $135 | |
| 7 | SUI |
Sun Communities Inc
|
1 | $119 | |
| 8 | MRP |
Millrose Properties, Inc.
|
1 | $30 |
All Filings in AVB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754 | 4 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $653 | 4 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,813 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,352 | 7 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,424 | 7 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,502 | 7 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,539 | 7 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,576 | 7 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,448 | 7 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $742 | 4 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $561 | 3 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $515 | 3 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,703 | 9 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,008 | 6 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $484 | 3 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $552 | 3 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $582 | 3 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $745 | 3 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $757 | 3 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $664 | 3 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $626 | 3 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $553 | 3 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $481 | 3 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $448 | 3 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||