Position in AVB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$9,623
+$6,520 QoQ
Shares Held
51
+168.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#646
of 745 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $67,880 across 9 REIT - Residential names. AVB ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
248 | $15,983 | |
| 2 | CPT |
Camden Property Trust
|
126 | $14,425 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
51 | $9,623 | |
| 4 | VMRK |
Vivmark Residential
|
112 | $7,608 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
37 | $5,140 | |
| 6 | INVH |
Invitation Homes Inc.
|
144 | $4,350 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
14 | $4,082 | |
| 8 | UDR |
UDR, Inc.
|
101 | $4,031 |
All Filings in AVB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,623 | 51 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,103 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,714 | 26 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,931 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,919 | 34 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,931 | 9 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $3 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||