Position in AVB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$8,657
-$4,397 QoQ
Shares Held
53
-26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026MONTAG A & ASSOCIATES INC holds $4,161,005 across 7 REIT - Residential names. AVB ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
261,651 | $3,775,623 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,338 | $285,516 | |
| 3 | EQR |
Equity Residential
|
1,214 | $71,808 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
59 | $14,278 | |
| 5 | AVB |
Avalonbay Communities Inc
This page
|
53 | $8,657 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
74 | $4,619 | |
| 7 | MRP |
Millrose Properties, Inc.
|
18 | $504 |
All Filings in AVB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,657 | 53 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,054 | 72 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,908 | 72 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,652 | 72 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,452 | 72 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $30,135 | 137 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $30,859 | 137 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $28,343 | 137 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,030 | 81 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,922 | 53 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,102 | 53 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,466 | 87 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,621 | 87 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,052 | 87 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,024 | 87 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,899 | 87 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $70,785 | 285 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,387 | 53 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,746 | 53 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $11,060 | 53 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $9,779 | 53 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,502 | 53 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||