Position in AVB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$850,563
-$7,137,789 QoQ
Shares Held
5,207
-87.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026SummitTX Capital, L.P. holds $35,631,289 across 9 REIT - Residential names. AVB ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
349,744 | $9,764,852 | |
| 2 | INVH |
Invitation Homes Inc.
|
382,893 | $9,514,891 | |
| 3 | AIV |
Apartment Investment & Management Co
|
2,010,275 | $8,181,819 | |
| 4 | SUI |
Sun Communities Inc
|
27,841 | $3,506,852 | |
| 5 | UDR |
UDR, Inc.
|
40,167 | $1,356,841 | |
| 6 | VRE |
Veris Residential, Inc.
|
69,900 | $1,319,013 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
7,539 | $920,662 | |
| 8 | AVB |
Avalonbay Communities Inc
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|
5,207 | $850,563 |
All Filings in AVB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $850,563 | 5,207 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,988,352 | 41,354 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,743,582 | 38,052 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,155,086 | 28,679 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||