JONES FINANCIAL COMPANIES LLLP

Position in AVB — Avalonbay Communities Inc

CIK 815917 DES PERES, MO

Position in AVB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,837,455

+$10,656,689 QoQ

Shares Held

66,345

+6554.5% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $54,885,065 across 18 REIT - Residential names. AVB ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQR	Equity Residential	514,863	$30,454,145
2	AVB	Avalonbay Communities Inc This page	66,345	$10,837,455
3	MAA	Mid America Apartment Communities Inc.	51,010	$6,229,340
4	ESS	Essex Property Trust, Inc.	16,198	$3,919,916
5	SUI	Sun Communities Inc	14,521	$1,829,065
6	CPT	Camden Property Trust	4,108	$401,187
7	ELS	Equity Lifestyle Properties Inc	5,554	$346,680
8	AMH	American Homes 4 Rent	7,068	$197,338

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,837,455	66,345	+6554.5%	Shares	Sole	2026-05-15
2025-12-31	$180,766	997	+62.1%	Shares	Sole	2026-02-17
2025-09-30	$118,799	615	+7.9%	Shares	Sole	2025-11-04
2025-06-30	$115,995	570	-9.1%	Shares	Sole	2025-08-13
2025-03-31	$134,566	627	-42.4%	Shares	Sole	2025-05-28
2024-12-31	$239,327	1,088	+466.7%	Shares	Sole	2025-02-06
2024-09-30	$43,248	192	+60.0%	Shares	Sole	2024-11-12
2024-06-30	$24,826	120	-33.7%	Shares	Sole	2024-08-14
2024-03-31	$33,586	181	+905.6%	Shares	Sole	2024-05-14
2023-12-31	$3,369	18	-88.0%	Shares	Sole	2024-02-13
2021-09-30	$33,246	150	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.