Position in AVB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$112,948,680
-$608,304 QoQ
Shares Held
691,452
+10.4% QoQ
Ownership
0.497%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026HSBC HOLDINGS PLC holds $612,014,236 across 17 REIT - Residential names. AVB ranks #1 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
691,452 | $112,948,680 | |
| 2 | EQR |
Equity Residential
|
1,468,782 | $86,878,454 | |
| 3 | SUI |
Sun Communities Inc
|
601,525 | $75,768,086 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,667,764 | $66,293,933 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
439,822 | $53,711,060 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
219,383 | $53,090,686 | |
| 7 | CPT |
Camden Property Trust
|
483,174 | $47,186,772 | |
| 8 | UDR |
UDR, Inc.
|
1,183,338 | $39,973,155 |
All Filings in AVB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,948,680 | 691,452 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $113,556,984 | 626,314 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $142,348,901 | 736,910 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $163,584,491 | 803,855 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $135,989,882 | 633,631 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $132,864,075 | 604,010 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $134,152,366 | 595,571 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $103,910,085 | 502,248 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $99,241,010 | 534,819 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $84,790,624 | 452,893 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $71,213,362 | 414,658 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,069,352 | 364,925 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $55,835,915 | 332,238 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,850,867 | 345,783 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $50,460,138 | 273,957 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $52,856,589 | 272,106 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $65,940,246 | 265,492 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $72,628,210 | 287,534 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $67,703,039 | 305,464 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $68,978,721 | 330,532 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $58,947,251 | 319,480 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $58,997,328 | 367,745 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $54,040,469 | 361,862 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $47,293,704 | 305,831 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $41,637,628 | 282,922 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||