Position in AVB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$66,230
-$25,572 QoQ
Shares Held
351
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 745 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $251,903 across 9 REIT - Residential names. AVB ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
4,004 | $120,960 | |
| 2 | AVB |
Avalonbay Communities Inc
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|
351 | $66,230 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
235 | $32,650 | |
| 4 | VMRK |
Vivmark Residential
|
334 | $22,688 | |
| 5 | CPT |
Camden Property Trust
|
41 | $4,694 | |
| 6 | ELME |
Elme Communities
|
1,060 | $1,568 | |
| 7 | UDR |
UDR, Inc.
|
35 | $1,397 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4 | $1,166 |
All Filings in AVB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,230 | 351 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $91,802 | 562 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $103,165 | 569 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $113,970 | 590 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $121,693 | 598 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $121,045 | 564 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $116,144 | 528 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $112,850 | 501 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $99,100 | 479 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $80,718 | 435 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $77,509 | 414 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $66,806 | 389 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $66,812 | 353 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $62,350 | 371 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $40,703 | 252 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $37,758 | 205 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $63,908 | 329 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $135,858 | 547 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $228,088 | 903 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $185,734 | 838 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $174,464 | 836 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $160,892 | 872 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||