Position in AVB
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$10,781
+$2,623 QoQ
Shares Held
66
+46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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, 2026Essential Partners LLC holds $290,580 across 20 REIT - Residential names. AVB ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
3,001 | $84,028 | |
| 2 | INVH |
Invitation Homes Inc.
|
1,883 | $46,792 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
288 | $35,170 | |
| 4 | CSR |
Centerspace
|
466 | $26,771 | |
| 5 | EQR |
Equity Residential
|
369 | $21,826 | |
| 6 | AMH |
American Homes 4 Rent
|
409 | $11,419 | |
| 7 | SUI |
Sun Communities Inc
|
88 | $11,084 | |
| 8 | AVB |
Avalonbay Communities Inc
This page
|
66 | $10,781 |
All Filings in AVB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,781 | 66 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $8,158 | 45 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $193 | 1 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $610 | 3 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||