Position in AVB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,151
+$68 QoQ
Shares Held
22
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 745 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $29,006 across 10 REIT - Residential names. AVB ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
190 | $5,709 | |
| 2 | INVH |
Invitation Homes Inc.
|
177 | $5,347 | |
| 3 | VMRK |
Vivmark Residential
|
72 | $4,890 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
22 | $4,151 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
8 | $2,332 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
16 | $2,223 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
26 | $1,675 | |
| 8 | AMH |
American Homes 4 Rent
|
49 | $1,642 |
All Filings in AVB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,151 | 22 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,083 | 25 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,620 | 31 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $14,487 | 75 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $14,041 | 69 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,808 | 69 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $15,177 | 69 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,542 | 69 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,896 | 72 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,360 | 72 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,479 | 72 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,395 | 78 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,034 | 90 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,789 | 88 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,144 | 69 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,077 | 71 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,763 | 76 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $17,681 | 70 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,514 | 70 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||