Position in AVB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,564,411
-$580,940 QoQ
Shares Held
46,308
+3.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 76.59367711842447.ToString("F0")%
Shared 18.441737928651637.ToString("F0")%
None 4.9645849529239.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $87,674,667 across 14 REIT - Residential names. AVB ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
66,430 | $16,076,060 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
126,959 | $15,504,233 | |
| 3 | SUI |
Sun Communities Inc
|
95,035 | $11,970,607 | |
| 4 | AMH |
American Homes 4 Rent
|
401,438 | $11,208,148 | |
| 5 | CPT |
Camden Property Trust
|
86,839 | $8,480,696 | |
| 6 | AVB |
Avalonbay Communities Inc
This page
|
46,308 | $7,564,411 | |
| 7 | EQR |
Equity Residential
|
84,613 | $5,004,858 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
220,718 | $3,286,491 |
All Filings in AVB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-06-30 | $9,477,198 | 46,571 | Shares | Other | 2025-09-26 | |
| 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. | ||||||