ROTHSCHILD INVESTMENT LLC

Position in AVB — Avalonbay Communities Inc

CIK 85338 CHICAGO, IL

Position in AVB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$197,935

+$178,497 QoQ

Shares Held

1,049

+781.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#551

of 749 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $5,875,177 across 17 REIT - Residential names. AVB ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	16,514	$2,294,455
2	AMH	American Homes 4 Rent	30,020	$1,006,270
3	ESS	Essex Property Trust, Inc.	2,025	$590,469
4	MRP	Millrose Properties, Inc.	17,733	$532,876
5	IRT	Independence Realty Trust, Inc.	23,776	$396,821
6	INVH	Invitation Homes Inc.	11,329	$342,249
7	AVB	Avalonbay Communities Inc This page	1,049	$197,935
8	VMRK	Vivmark Residential	2,742	$186,264

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$197,935	1,049	+781.5%	Shares	Sole	2026-08-06
2026-03-31	$19,438	119	-8.5%	Shares	Sole	2026-05-07
2025-12-31	$23,570	130	+23.8%	Shares	Sole	2026-02-10
2025-09-30	$20,282	105	-9.5%	Shares	Sole	2025-11-07
2025-06-30	$23,606	116	+46.8%	Shares	Sole	2025-08-11
2025-03-31	$16,954	79	+9.7%	Shares	Sole	2025-04-08
2024-12-31	$15,837	72	+14.3%	Shares	Sole	2025-02-04
2024-09-30	$14,190	63	-1.6%	Shares	Sole	2024-10-18
2024-06-30	$13,240	64	+93.9%	Shares	Sole	2024-07-31
2024-03-31	$6,123	33	+200.0%	Shares	Sole	2024-07-31
2023-12-31	$2,059	11	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.