Position in AVB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,093,458
+$146,519 QoQ
Shares Held
5,795
-0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#348
of 745 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $5,762,295 across 6 REIT - Residential names. AVB ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
9,582 | $1,097,042 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
5,795 | $1,093,458 | |
| 3 | VMRK |
Vivmark Residential
|
15,907 | $1,080,561 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
7,551 | $1,049,135 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
15,882 | $1,023,594 | |
| 6 | MRP |
Millrose Properties, Inc.
|
13,927 | $418,505 |
All Filings in AVB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,093,458 | 5,795 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $946,939 | 5,797 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,383,213 | 7,629 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,375,563 | 7,121 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,465,403 | 7,201 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $1,542,688 | 7,188 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,595,442 | 7,253 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $24,920,308 | 110,634 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,970,376 | 111,027 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,578,418 | 110,899 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,330,723 | 113,934 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $20,661,352 | 120,306 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $31,387,401 | 165,834 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $33,519,903 | 199,452 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,314,008 | 32,900 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||