Position in AVB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,947,811
+$92,148 QoQ
Shares Held
117,644
-12.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 749 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $105,533,329 across 14 REIT - Residential names. AVB ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
988,616 | $67,156,682 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
69,925 | $9,715,377 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
117,644 | $7,947,811 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,382 | $5,943,186 | |
| 5 | CPT |
Camden Property Trust
|
32,161 | $3,682,110 | |
| 6 | BRT |
BRT Apartments Corp.
|
168,784 | $2,594,210 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
32,482 | $2,093,463 | |
| 8 | MRP |
Millrose Properties, Inc.
|
53,857 | $1,618,401 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,947,811 | 42,121 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||