SOA Wealth Advisors, LLC.

Position in AVB — Avalonbay Communities Inc

CIK 1849444 NEW YORK, NY

Position in AVB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,830

+$1,723 QoQ

Shares Held

190

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#637

of 749 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $26,207 across 4 REIT - Residential names. AVB ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc This page	190	$12,830
2	ESS	Essex Property Trust, Inc.	41	$11,955
3	NXRT	NexPoint Residential Trust, Inc.	46	$1,284
4	MAA	Mid America Apartment Communities Inc.	1	$138

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,830	68	0.0%	Shares	Sole	2026-07-21
2026-03-31	$11,107	68	0.0%	Shares	Sole	2026-05-20
2025-12-31	$12,329	68	0.0%	Shares	Sole	2026-01-20
2025-09-30	$13,135	68	+2166.7%	Shares	Sole	2025-10-21
2024-03-31	$556	3	0.0%	Shares	Sole	2024-04-10
2023-12-31	$561	3	0.0%	Shares	Sole	2024-02-13
2023-09-30	$515	3	0.0%	Shares	Sole	2023-10-10
2023-06-30	$567	3	0.0%	Shares	Sole	2023-07-07
2023-03-31	$504	3	0.0%	Shares	Sole	2023-04-28
2022-12-31	$484	3	0.0%	Shares	Sole	2023-01-10
2022-09-30	$552	3	-57.1%	Shares	Sole	2022-10-07
2022-06-30	$1,359	7	-89.2%	Shares	Sole	2022-07-13
2022-03-31	$16,144	65	0.0%	Shares	Sole	2022-04-07
2021-12-31	$16,418	65	0.0%	Shares	Sole	2022-01-13
2021-09-30	$14,406	65	0.0%	Shares	Sole	2021-10-12
2021-06-30	$13,564	65	-11.0%	Shares	Sole	2021-07-14
2021-03-31	$13,469	73	-24.0%	Shares	Sole	2021-04-26
2020-12-31	$15,401	96	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.