Legacy Wealth Asset Management, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1846151
WOODBURY, MN
Position in AVB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$234,541
+$33,483 QoQ
Shares Held
1,243
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#538
of 749 holders
Holding Since
Sep 2024
5 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, 2026Legacy Wealth Asset Management, LLC holds $1,447,053 across 4 REIT - Residential names. AVB ranks #3 (16.2% of the industry book) .
All Filings in AVB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,541 | 1,243 | Shares | Sole | 2026-07-09 | |
| 2025-06-30 | $201,058 | 988 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $210,112 | 979 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $216,890 | 986 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $221,195 | 982 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||