Position in AVB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,302
+$2,585 QoQ
Shares Held
44
+25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#657
of 749 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $10,965 across 4 REIT - Residential names. AVB ranks #1 (75.7% of the industry book) .
All Filings in AVB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,302 | 44 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,717 | 35 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,345 | 35 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,760 | 35 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $7,122 | 35 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $7,511 | 35 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $7,698 | 35 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||