Position in AVB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,666,492
+$1,657,912 QoQ
Shares Held
24,731
+34.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#222
of 745 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,052,465 across 21 REIT - Residential names. AVB ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,554 | $12,303,692 | |
| 2 | VMRK |
Vivmark Residential
|
166,714 | $11,324,882 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
22,187 | $6,469,507 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | AVB |
Avalonbay Communities Inc
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|
24,731 | $4,666,492 | |
| 6 | CPT |
Camden Property Trust
|
27,153 | $3,108,746 | |
| 7 | SUI |
Sun Communities Inc
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
|
91,008 | $2,749,351 |
All Filings in AVB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,666,492 | 24,731 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,008,580 | 18,418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,553,857 | 19,601 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,153,155 | 21,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,946,473 | 29,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,210,673 | 28,938 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,598,660 | 29,998 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $778,835 | 4,160 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $753,423 | 4,387 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $818,592 | 4,325 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $738,623 | 4,395 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $686,783 | 4,252 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $545,386 | 2,961 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $475,718 | 2,449 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $618,192 | 2,489 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $236,676 | 937 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||