Position in AVB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,886
-$5,138 QoQ
Shares Held
10
-76.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#702
of 745 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Activest Wealth Management holds $63,770 across 12 REIT - Residential names. AVB ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
300 | $41,682 | |
| 2 | INVH |
Invitation Homes Inc.
|
312 | $9,425 | |
| 3 | AMH |
American Homes 4 Rent
|
252 | $8,447 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
10 | $1,886 | |
| 5 | UDR |
UDR, Inc.
|
43 | $1,716 | |
| 6 | VMRK |
Vivmark Residential
|
4 | $271 | |
| 7 | SUI |
Sun Communities Inc
|
1 | $119 | |
| 8 | CPT |
Camden Property Trust
|
1 | $114 |
All Filings in AVB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,886 | 10 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,024 | 43 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,076 | 28 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,670 | 19 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,238 | 11 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,073 | 5 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $439 | 2 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||