Position in AVB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$377
-$2,399 QoQ
Shares Held
2
-88.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#740
of 745 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Abound Wealth Management holds $2,883 across 7 REIT - Residential names. AVB ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
24 | $725 | |
| 2 | VMRK |
Vivmark Residential
|
10 | $679 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
2 | $583 | |
| 4 | AVB |
Avalonbay Communities Inc
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|
2 | $377 | |
| 5 | MRP |
Millrose Properties, Inc.
|
8 | $240 | |
| 6 | CSR |
Centerspace
|
3 | $168 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
4 | $111 |
All Filings in AVB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377 | 2 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,776 | 17 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,082 | 17 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,283 | 17 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,459 | 17 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,648 | 17 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,739 | 17 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,829 | 17 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,517 | 17 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,154 | 17 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,182 | 17 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $2,919 | 17 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,217 | 17 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $2,520 | 15 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $2,422 | 15 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $2,762 | 15 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||