Position in AVB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$360,074,690
-$506,476 QoQ
Shares Held
2,204,314
+10.8% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 27.891625240324203.ToString("F0")%
Shared 0.ToString("F0")%
None 72.1083747596758.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,263,102,816 across 19 REIT - Residential names. AVB ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
2,204,314 | $360,074,690 | |
| 2 | EQR |
Equity Residential
|
2,871,275 | $169,835,913 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,980,918 | $123,648,898 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
841,563 | $102,771,671 | |
| 5 | CPT |
Camden Property Trust
|
916,997 | $89,553,925 | |
| 6 | INVH |
Invitation Homes Inc.
|
2,956,870 | $73,478,216 | |
| 7 | SUI |
Sun Communities Inc
|
568,513 | $71,609,896 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
251,888 | $60,956,896 |
All Filings in AVB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,074,690 | 2,204,314 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $360,581,166 | 1,988,755 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $455,077,223 | 2,355,838 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $272,395,330 | 1,338,552 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $162,215,802 | 755,828 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $135,087,532 | 614,118 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $98,694,638 | 438,156 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $148,562,947 | 718,077 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $75,038,793 | 404,391 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $107,227,254 | 572,734 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $98,425,563 | 573,108 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $117,950,600 | 623,187 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $143,884,396 | 856,149 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $104,765,905 | 648,625 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $110,442,346 | 599,611 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $147,659,133 | 760,150 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $158,944,378 | 639,950 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $157,399,433 | 623,142 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $134,394,513 | 606,364 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $124,476,069 | 596,464 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $89,758,392 | 486,469 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $80,158,045 | 499,645 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $73,139,708 | 489,753 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $125,656,286 | 812,573 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $149,393,441 | 1,015,108 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||