BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AVB — Avalonbay Communities Inc
CIK 2010186
CINCINNATI, OH
Position in AVB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,981
+$1,591 QoQ
Shares Held
37
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#659
of 745 holders
Holding Since
Mar 2025
6 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $127,429 across 9 REIT - Residential names. AVB ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
1,040 | $70,647 | |
| 2 | SUI |
Sun Communities Inc
|
261 | $31,296 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
37 | $6,981 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20 | $5,831 | |
| 5 | MRP |
Millrose Properties, Inc.
|
170 | $5,108 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
69 | $4,447 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
11 | $1,528 | |
| 8 | CPT |
Camden Property Trust
|
11 | $1,259 |
All Filings in AVB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,981 | 37 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,390 | 33 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,428 | 52 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,942 | 67 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $14,855 | 73 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $15,238 | 71 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||