Position in AVB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$425,495
+$172,957 QoQ
Shares Held
2,255
+45.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#456
of 749 holders
Holding Since
Jun 2024
7 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, 2026Compound Planning, Inc. holds $2,075,088 across 5 REIT - Residential names. AVB ranks #3 (20.5% of the industry book) .
All Filings in AVB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,495 | 2,255 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $252,538 | 1,546 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $238,240 | 1,314 | Shares | Sole | 2026-02-19 | |
| 2025-03-31 | $249,817 | 1,164 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $291,680 | 1,326 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $271,426 | 1,205 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $213,303 | 1,031 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||