Position in AVB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$10,755
+$2,098 QoQ
Shares Held
57
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#643
of 749 holders
Holding Since
Dec 2021
12 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, 2026CoreCap Advisors, LLC holds $360,373 across 11 REIT - Residential names. AVB ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,153 | $258,166 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
167 | $48,695 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
115 | $15,978 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
915 | $15,271 | |
| 5 | AVB |
Avalonbay Communities Inc
This page
|
57 | $10,755 | |
| 6 | UDR |
UDR, Inc.
|
141 | $5,628 | |
| 7 | VMRK |
Vivmark Residential
|
58 | $3,939 | |
| 8 | CPT |
Camden Property Trust
|
7 | $801 |
All Filings in AVB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,755 | 57 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,657 | 53 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,054 | 72 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,760 | 35 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,512 | 32 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,155 | 38 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $55,212 | 251 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,589 | 158 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $11,875 | 64 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $323 | 2 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $388 | 2 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $12,124 | 48 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||