Position in AVB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,378,120
-$2,941,545 QoQ
Shares Held
100,264
-5.9% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.30303997446741.ToString("F0")%
Shared 0.ToString("F0")%
None 5.696960025532594.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $271,999,866 across 14 REIT - Residential names. AVB ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
3,712,289 | $55,275,980 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
365,359 | $44,617,637 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
634,423 | $39,600,681 | |
| 4 | SUI |
Sun Communities Inc
|
262,017 | $33,003,657 | |
| 5 | INVH |
Invitation Homes Inc.
|
1,039,517 | $25,831,995 | |
| 6 | CPT |
Camden Property Trust
|
185,184 | $18,085,066 | |
| 7 | AVB |
Avalonbay Communities Inc
This page
|
100,264 | $16,378,120 | |
| 8 | AMH |
American Homes 4 Rent
|
497,784 | $13,898,128 |
All Filings in AVB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,378,120 | 100,264 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $19,319,665 | 106,556 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,049,649 | 98,616 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $33,414,291 | 164,198 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $51,778,357 | 241,256 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,130,954 | 223,353 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $47,829,132 | 212,338 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $39,363,301 | 190,262 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,602,462 | 191,865 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $37,830,981 | 202,067 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $30,771,510 | 179,175 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $30,704,702 | 162,227 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,852,206 | 147,877 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,423,920 | 151,213 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $33,100,782 | 179,710 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,368,649 | 182,078 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $45,214,762 | 182,046 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $45,859,985 | 181,559 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $39,545,229 | 178,421 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,850,556 | 138,246 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,851,096 | 134,687 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $18,931,219 | 118,003 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $19,623,871 | 131,404 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,607,382 | 139,727 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $23,967,810 | 162,858 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||