Synergy Investment Management, LLC
Position in AVB — Avalonbay Communities Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in AVB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,660
+$5,334 QoQ
Shares Held
30
+1400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#670
of 749 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $11,638 across 5 REIT - Residential names. AVB ranks #1 (48.6% of the industry book) .
All Filings in AVB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,660 | 30 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $326 | 2 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||