Callan Family Office, LLC
Family OfficePosition in AVB — Avalonbay Communities Inc
CIK 1938970
RADNOR, PA
Position in AVB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$789,478
+$123,501 QoQ
Shares Held
4,184
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#383
of 745 holders
Holding Since
Jun 2025
5 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, 2026Callan Family Office, LLC holds $3,043,332 across 7 REIT - Residential names. AVB ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
4,184 | $789,478 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
9,021 | $581,403 | |
| 3 | VMRK |
Vivmark Residential
|
5,850 | $397,390 | |
| 4 | AMH |
American Homes 4 Rent
|
11,643 | $390,273 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
2,290 | $318,172 | |
| 6 | INVH |
Invitation Homes Inc.
|
10,098 | $305,060 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
897 | $261,556 |
All Filings in AVB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,478 | 4,184 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $665,977 | 4,077 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $639,299 | 3,526 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $250,541 | 1,297 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $481,481 | 2,366 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||