Position in AVB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,438,383
+$16,585 QoQ
Shares Held
7,623
-12.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#325
of 745 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $4,633,023 across 8 REIT - Residential names. AVB ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
7,623 | $1,438,383 | |
| 2 | SUI |
Sun Communities Inc
|
6,014 | $721,138 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
4,950 | $687,753 | |
| 4 | VMRK |
Vivmark Residential
|
9,398 | $638,406 | |
| 5 | CPT |
Camden Property Trust
|
3,110 | $356,063 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
17,825 | $297,499 | |
| 7 | MRP |
Millrose Properties, Inc.
|
8,730 | $262,336 | |
| 8 | UMH |
Umh Properties, Inc.
|
15,287 | $231,445 |
All Filings in AVB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,383 | 7,623 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,421,798 | 8,704 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,333,716 | 7,356 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,628,229 | 8,429 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,102,563 | 5,418 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $747,306 | 3,482 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $499,551 | 2,271 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $456,131 | 2,025 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,093 | 1,581 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $296,524 | 1,598 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $303,858 | 1,623 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $281,310 | 1,638 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $311,538 | 1,646 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $284,189 | 1,691 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $254,717 | 1,577 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $376,484 | 2,044 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||