Position in AVB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$90,570
+$16,573 QoQ
Shares Held
480
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#567
of 745 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cromwell Holdings LLC holds $416,743 across 11 REIT - Residential names. AVB ranks #1 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
480 | $90,570 | |
| 2 | VMRK |
Vivmark Residential
|
1,227 | $83,349 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
216 | $62,983 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
336 | $46,683 | |
| 5 | INVH |
Invitation Homes Inc.
|
1,392 | $42,051 | |
| 6 | CPT |
Camden Property Trust
|
352 | $40,299 | |
| 7 | UDR |
UDR, Inc.
|
767 | $30,618 | |
| 8 | MRP |
Millrose Properties, Inc.
|
351 | $10,547 |
All Filings in AVB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,570 | 480 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $73,997 | 453 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $75,786 | 418 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $88,084 | 456 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $92,389 | 454 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $94,002 | 438 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $94,587 | 430 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $96,857 | 430 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $88,962 | 430 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||