Position in AVB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$349,104,757
-$33,172,326 QoQ
Shares Held
2,137,158
+1.4% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.71382836458511.ToString("F0")%
Shared 6.388858474665889.ToString("F0")%
None 0.8973131607489948.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. AVB ranks #1 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in AVB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,104,757 | 2,137,158 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $382,277,083 | 2,108,417 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $400,899,414 | 2,075,371 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $416,897,221 | 2,048,635 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $446,014,053 | 2,078,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $460,709,344 | 2,094,419 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $466,483,739 | 2,070,960 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $429,145,510 | 2,074,269 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $382,371,985 | 2,060,638 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $381,445,208 | 2,037,417 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $351,461,099 | 2,046,472 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $376,480,361 | 1,989,118 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $328,669,730 | 1,955,669 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $306,780,748 | 1,899,336 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $372,641,233 | 2,023,135 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $407,576,125 | 2,098,204 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $526,952,471 | 2,121,643 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $540,841,161 | 2,141,182 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $481,533,734 | 2,172,594 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $459,640,768 | 2,202,505 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $411,256,737 | 2,228,913 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $363,691,761 | 2,266,981 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $336,961,068 | 2,256,335 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $324,489,771 | 2,098,356 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $305,818,229 | 2,077,993 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||