Position in AVB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$20,001
+$3,993 QoQ
Shares Held
106
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#618
of 749 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, 2026Hughes Financial Services, LLC holds $42,717 across 12 REIT - Residential names. AVB ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
106 | $20,001 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
35 | $4,862 | |
| 3 | SUI |
Sun Communities Inc
|
33 | $3,957 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
12 | $3,499 | |
| 5 | INVH |
Invitation Homes Inc.
|
104 | $3,141 | |
| 6 | VMRK |
Vivmark Residential
|
39 | $2,649 | |
| 7 | UDR |
UDR, Inc.
|
40 | $1,596 | |
| 8 | AMH |
American Homes 4 Rent
|
31 | $1,039 |
All Filings in AVB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,001 | 106 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,008 | 98 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,043 | 94 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,123 | 99 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,943 | 98 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $21,032 | 98 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||