Cape Investment Advisory, Inc.

Position in AVB — Avalonbay Communities Inc

CIK 1944437 MCDONOUGH, GA

Position in AVB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$41,699

+$27,377 QoQ

Shares Held

617

+179.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#594

of 749 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $112,787 across 6 REIT - Residential names. AVB ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc This page	617	$41,699
2	CPT	Camden Property Trust	304	$34,804
3	SUI	Sun Communities Inc	243	$29,138
4	ELS	Equity Lifestyle Properties Inc	102	$6,573
5	INVH	Invitation Homes Inc.	15	$453
6	MRP	Millrose Properties, Inc.	4	$120

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,699	221	+179.7%	Shares	Defined	2026-07-23
2025-12-31	$14,322	79	+163.3%	Shares	Defined	2026-02-17
2025-09-30	$5,794	30	+400.0%	Shares	Defined	2025-12-29
2025-06-30	$1,220	6	0.0%	Shares	Sole	2025-08-19
2025-03-31	$1,287	6	0.0%	Shares	Sole	2025-05-16
2024-12-31	$1,319	6	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.