Position in AVB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,855,663
-$9,743,370 QoQ
Shares Held
48,091
-50.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.08228150797447.ToString("F0")%
Shared 0.ToString("F0")%
None 26.917718492025532.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $97,090,027 across 14 REIT - Residential names. AVB ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
991,907 | $58,671,295 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
99,748 | $12,181,223 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
48,091 | $7,855,663 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,199 | $4,888,158 | |
| 5 | CPT |
Camden Property Trust
|
30,810 | $3,008,904 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
44,783 | $2,795,353 | |
| 7 | BRT |
BRT Apartments Corp.
|
166,190 | $2,216,974 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
47,060 | $1,176,500 |
All Filings in AVB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,855,663 | 48,091 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $17,599,033 | 97,066 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,963,191 | 108,522 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $18,699,614 | 91,890 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,966,224 | 74,393 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,240,602 | 73,831 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,238,606 | 76,531 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,344,923 | 69,336 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,322,110 | 66,405 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $11,605,952 | 61,991 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,382,368 | 60,454 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,540,546 | 60,974 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,451,355 | 56,238 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,954,211 | 49,246 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,964,136 | 21,522 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,310,990 | 17,045 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,398,196 | 29,787 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,710,297 | 18,648 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,011,904 | 18,101 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,663,343 | 17,554 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,261,766 | 17,678 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,889,663 | 18,012 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,863,613 | 12,479 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,842,590 | 18,382 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,633,605 | 17,895 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||