Position in AVB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$727,022
+$257,881 QoQ
Shares Held
3,853
+34.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#392
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, 2026HB Wealth Management, LLC holds $7,560,757 across 11 REIT - Residential names. AVB ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
20,255 | $2,814,229 | |
| 2 | AVB |
Avalonbay Communities Inc
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|
3,853 | $727,022 | |
| 3 | AMH |
American Homes 4 Rent
|
19,885 | $666,545 | |
| 4 | SUI |
Sun Communities Inc
|
5,306 | $636,242 | |
| 5 | INVH |
Invitation Homes Inc.
|
17,192 | $519,370 | |
| 6 | UDR |
UDR, Inc.
|
11,098 | $443,032 | |
| 7 | MRP |
Millrose Properties, Inc.
|
14,488 | $435,364 | |
| 8 | VMRK |
Vivmark Residential
|
6,144 | $417,361 |
All Filings in AVB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,022 | 3,853 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $469,141 | 2,872 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $388,728 | 2,144 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $351,183 | 1,818 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $336,182 | 1,652 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $387,603 | 1,806 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $313,677 | 1,426 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $271,651 | 1,206 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $234,820 | 1,135 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||