Position in AVB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$402,392,856
+$53,288,096 QoQ
Shares Held
5,956,240
-0.2% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#12
of 753 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 7%
None 1%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,726 across 18 REIT - Residential names. AVB ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
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|
5,956,240 | $402,392,856 | |
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in AVB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,392,856 | 2,132,560 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $349,104,760 | 2,137,158 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $382,277,313 | 2,108,417 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $400,899,466 | 2,075,371 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $416,897,087 | 2,048,635 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $446,014,023 | 2,078,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $460,709,297 | 2,094,419 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $466,483,454 | 2,070,960 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $429,145,674 | 2,074,269 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $382,371,856 | 2,060,638 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $381,445,404 | 2,037,417 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $351,460,883 | 2,046,472 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $376,480,121 | 1,989,118 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $328,669,957 | 1,955,669 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $306,780,801 | 1,899,336 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $372,641,174 | 2,023,135 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $407,576,288 | 2,098,204 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $526,952,554 | 2,121,643 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $540,841,123 | 2,141,182 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $481,533,541 | 2,172,594 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $459,640,521 | 2,202,505 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $411,256,846 | 2,228,913 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $363,691,580 | 2,266,981 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $336,961,146 | 2,256,335 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $324,489,836 | 2,098,356 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $305,817,966 | 2,077,993 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||