Position in AVB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$153,782
+$148,065 QoQ
Shares Held
815
+2228.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 745 holders
Holding Since
Jun 2021
15 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 Jun 30, 2026Clearstead Advisors, LLC holds $1,227,253 across 18 REIT - Residential names. AVB ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
14,849 | $592,772 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
815 | $153,782 | |
| 4 | VMRK |
Vivmark Residential
|
1,379 | $93,675 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
129 | $37,615 | |
| 6 | AMH |
American Homes 4 Rent
|
962 | $32,246 | |
| 7 | CPT |
Camden Property Trust
|
234 | $26,790 | |
| 8 | MRP |
Millrose Properties, Inc.
|
802 | $24,100 |
All Filings in AVB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,782 | 815 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,717 | 35 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $71,436 | 394 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $22,214 | 115 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $38,868 | 191 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $858 | 4 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $18,470 | 82 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,964 | 82 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,772 | 85 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,347 | 98 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,597 | 85 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $16,277 | 86 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $15,293 | 91 | Shares | Sole | 2023-05-09 | |
| 2021-09-30 | $5,541 | 25 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,878 | 9 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||