Position in AVB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,698
+$1,045 QoQ
Shares Held
9
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#704
of 745 holders
Holding Since
Mar 2025
6 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, 2026American Capital Advisory, LLC holds $34,807 across 10 REIT - Residential names. AVB ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
235 | $26,905 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
9 | $1,698 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
11 | $1,528 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
4 | $1,166 | |
| 5 | VMRK |
Vivmark Residential
|
16 | $1,086 | |
| 6 | UDR |
UDR, Inc.
|
22 | $878 | |
| 7 | INVH |
Invitation Homes Inc.
|
20 | $604 | |
| 8 | SUI |
Sun Communities Inc
|
4 | $479 |
All Filings in AVB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,698 | 9 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $653 | 4 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $543 | 3 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $579 | 3 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $203 | 1 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $214 | 1 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||