ELEVATION WEALTH PARTNERS, LLC

Position in AVB — Avalonbay Communities Inc

CIK 1976256 WALNUT CREEK, CA

Position in AVB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$269,071

-$51,258 QoQ

Shares Held

1,426

-27.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#521

of 745 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,553,845 across 12 REIT - Residential names. AVB ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc	15,340	$988,663
2	AVB	Avalonbay Communities Inc This page	1,426	$269,071
3	VMRK	Vivmark Residential	1,774	$120,507
4	AMH	American Homes 4 Rent	1,441	$48,302
5	ESS	Essex Property Trust, Inc.	162	$47,237
6	MAA	Mid America Apartment Communities Inc.	201	$27,926
7	CPT	Camden Property Trust	127	$14,540
8	UDR	UDR, Inc.	299	$11,936

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,071	1,426	-27.3%	Shares	Sole	2026-07-08
2026-03-31	$320,329	1,961	-5.9%	Shares	Sole	2026-04-14
2025-12-31	$378,031	2,085	-46.4%	Shares	Sole	2026-01-09
2025-09-30	$751,431	3,890	0.0%	Shares	Sole	2025-10-14
2025-06-30	$791,615	3,890	0.0%	Shares	Sole	2025-07-08
2025-03-31	$834,871	3,890	0.0%	Shares	Sole	2025-04-09
2024-12-31	$855,683	3,890	-2.2%	Shares	Sole	2025-01-29
2024-09-30	$896,269	3,979	0.0%	Shares	Sole	2024-10-04
2024-06-30	$823,215	3,979	0.0%	Shares	Sole	2024-07-09
2024-03-31	$738,343	3,979	0.0%	Shares	Sole	2024-04-19
2023-12-31	$744,948	3,979	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.