BAILARD, INC.

Position in AVB — Avalonbay Communities Inc

CIK 750641 Foster City, CA

Position in AVB

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$283,223

+$38,035 QoQ

Shares Held

1,501

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#511

of 749 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BAILARD, INC. holds $1,058,749 across 3 REIT - Residential names. AVB ranks #3 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust	4,097	$469,065
2	ESS	Essex Property Trust, Inc.	1,051	$306,461
3	AVB	Avalonbay Communities Inc This page	1,501	$283,223

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,223	1,501	0.0%	Shares	Sole	2026-07-30
2026-03-31	$245,188	1,501	+0.1%	Shares	Sole	2026-05-11
2025-12-31	$271,965	1,500	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$290,527	1,504	-11.9%	Shares	Sole	2025-10-30
2025-06-30	$347,578	1,708	+6.8%	Shares	Sole	2025-08-08
2025-03-31	$343,392	1,600	+2.1%	Shares	Sole	2025-05-02
2024-12-31	$344,692	1,567	0.0%	Shares	Sole	2025-02-05
2024-09-30	$352,966	1,567	+3.6%	Shares	Sole	2024-10-30
2024-06-30	$313,024	1,513	0.0%	Shares	Sole	2024-07-25
2024-03-31	$280,752	1,513	0.0%	Shares	Sole	2024-05-08
2023-12-31	$283,263	1,513	-3.2%	Shares	Sole	2024-02-02
2023-09-30	$268,429	1,563	+3.3%	Shares	Sole	2023-10-24
2023-06-30	$286,365	1,513	0.0%	Shares	Sole	2023-07-20
2023-03-31	$254,274	1,513	-2.8%	Shares	Sole	2023-05-08
2022-12-31	$251,325	1,556	-2.0%	Shares	Sole	2023-02-02
2022-09-30	$292,493	1,588	0.0%	Shares	Sole	2022-10-18
2022-06-30	$308,469	1,588	-1.6%	Shares	Sole	2022-07-27
2022-03-31	$400,869	1,614	+2.5%	Shares	Sole	2022-04-25
2021-12-31	$397,829	1,575	0.0%	Shares	Sole	2022-02-10
2021-09-30	$349,083	1,575	+2.1%	Shares	Sole	2021-11-15
2021-06-30	$322,008	1,543	-4.3%	Shares	Sole	2021-08-13
2021-03-31	$297,614	1,613	0.0%	Shares	Sole	2021-05-13
2020-12-31	$258,773	1,613	+3.7%	Shares	Sole	2021-02-03
2020-09-30	$232,223	1,555	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.