Envestnet Portfolio Solutions, Inc.
Position in AVB — Avalonbay Communities Inc
CIK 1998033
BERWYN, PA
Position in AVB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$223,408
+$20,691 QoQ
Shares Held
1,184
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#542
of 745 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $1,889,983 across 4 REIT - Residential names. AVB ranks #4 (11.8% of the industry book) .
All Filings in AVB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,408 | 1,184 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $202,717 | 1,241 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $598,685 | 3,302 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $743,897 | 3,851 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $927,960 | 4,560 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,061,081 | 4,944 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,341,157 | 6,097 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,541,836 | 6,845 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,085,758 | 5,248 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $952,108 | 5,131 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,101,415 | 5,883 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $772,314 | 4,497 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||