Position in AVB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,616,813
+$2,220,048 QoQ
Shares Held
72,165
+3.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#138
of 745 holders
Holding Since
Dec 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, 2026Vert Asset Management LLC holds $62,708,712 across 9 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
|
72,165 | $13,616,813 | |
| 2 | VMRK |
Vivmark Residential
|
179,611 | $12,200,975 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
32,701 | $9,535,284 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
58,352 | $8,107,426 | |
| 5 | UDR |
UDR, Inc.
|
160,196 | $6,395,024 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
93,668 | $6,036,902 | |
| 7 | CPT |
Camden Property Trust
|
50,682 | $5,802,582 | |
| 8 | UMH |
Umh Properties, Inc.
|
38,237 | $578,908 |
All Filings in AVB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,616,813 | 72,165 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $11,396,765 | 69,769 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $12,616,093 | 69,583 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $12,510,848 | 64,766 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $12,788,143 | 62,841 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $14,306,569 | 66,660 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $13,959,516 | 63,461 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $13,089,502 | 58,111 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $11,832,452 | 57,192 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $10,902,021 | 58,752 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $10,392,207 | 55,508 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $9,839,499 | 57,293 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $10,337,927 | 54,620 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $7,830,083 | 46,591 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,308,839 | 32,868 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,543,013 | 30,094 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,195,799 | 26,748 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,234,087 | 25,100 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,723,941 | 22,661 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||