Position in AVB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,377
-$404 QoQ
Shares Held
55
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#644
of 749 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Co / SC holds $67,731 across 6 REIT - Residential names. AVB ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
2,620 | $43,727 | |
| 2 | AVB |
Avalonbay Communities Inc
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|
55 | $10,377 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
47 | $6,530 | |
| 4 | SUI |
Sun Communities Inc
|
24 | $2,877 | |
| 5 | CPT |
Camden Property Trust
|
25 | $2,862 | |
| 6 | VMRK |
Vivmark Residential
|
20 | $1,358 |
All Filings in AVB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,377 | 55 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,781 | 66 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,131 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,816 | 144 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,943 | 98 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,101 | 89 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,817 | 81 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,569 | 78 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,723 | 76 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,102 | 76 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,543 | 67 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,628 | 91 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,220 | 54 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,234 | 49 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,945 | 43 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||