Position in AVB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,585,996
+$783,103 QoQ
Shares Held
13,705
+24.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#267
of 749 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $13,929,782 across 10 REIT - Residential names. AVB ranks #1 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
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|
13,705 | $2,585,996 | |
| 2 | VMRK |
Vivmark Residential
|
34,367 | $2,334,550 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
6,183 | $1,802,900 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
11,890 | $1,651,996 | |
| 5 | INVH |
Invitation Homes Inc.
|
47,691 | $1,440,745 | |
| 6 | SUI |
Sun Communities Inc
|
10,858 | $1,301,982 | |
| 7 | CPT |
Camden Property Trust
|
9,164 | $1,049,186 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
13,251 | $854,026 |
All Filings in AVB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,585,996 | 13,705 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,802,893 | 11,037 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,777,381 | 9,803 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,183,593 | 11,304 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,257,629 | 11,094 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,197,923 | 10,241 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,193,540 | 9,972 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,050,901 | 9,105 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,083,175 | 10,069 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,802,344 | 9,713 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,584,255 | 8,462 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,297,152 | 7,553 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,339,842 | 7,079 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,045,333 | 6,220 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $817,291 | 5,060 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $714,657 | 3,880 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||