Position in AVB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,403,951
-$1,160,460 QoQ
Shares Held
94,792
-26.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 748 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 57%
Shared 21%
None 22%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $96,689,827 across 13 REIT - Residential names. AVB ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
66,698 | $19,448,469 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
120,238 | $16,705,867 | |
| 3 | AMH |
American Homes 4 Rent
|
455,470 | $15,267,354 | |
| 4 | CPT |
Camden Property Trust
|
122,592 | $14,035,558 | |
| 5 | SUI |
Sun Communities Inc
|
92,165 | $11,051,505 | |
| 6 | AVB |
Avalonbay Communities Inc
This page
|
94,792 | $6,403,951 | |
| 7 | VMRK |
Vivmark Residential
|
79,689 | $5,413,273 | |
| 8 | MRP |
Millrose Properties, Inc.
|
95,165 | $2,859,708 |
All Filings in AVB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,403,951 | 33,939 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $7,564,411 | 46,308 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,145,351 | 44,925 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $10,180,057 | 52,700 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $9,941,625 | 46,322 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,696,700 | 48,628 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $10,975,756 | 48,727 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $10,170,918 | 49,161 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $9,202,847 | 49,595 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,712,598 | 51,878 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $9,020,986 | 52,527 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $9,818,191 | 51,874 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $8,778,109 | 52,232 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $817,129 | 5,059 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||