Position in AVB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$55,852
+$7,991 QoQ
Shares Held
827
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#586
of 748 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $202,170 across 5 REIT - Residential names. AVB ranks #1 (27.6% of the industry book) .
All Filings in AVB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,852 | 296 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $47,861 | 293 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,579 | 290 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $56,598 | 293 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $61,810 | 288 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $62,691 | 285 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $63,745 | 283 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $58,136 | 281 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,399 | 277 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $51,672 | 276 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||