Position in AVB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,618,477
-$187,209,120 QoQ
Shares Held
603,725
-61.7% QoQ
Ownership
0.434%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 99.9963559567684.ToString("F0")%
None 0.003644043231603793.ToString("F0")%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,341,065,293 across 11 REIT - Residential names. AVB ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
5,842,918 | $735,973,949 | |
| 2 | UDR |
UDR, Inc.
|
6,488,226 | $219,172,271 | |
| 3 | AVB |
Avalonbay Communities Inc
This page
|
603,725 | $98,618,477 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
302,319 | $73,161,198 | |
| 5 | CPT |
Camden Property Trust
|
559,301 | $54,621,333 | |
| 6 | CSR |
Centerspace
|
871,677 | $50,077,842 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
383,130 | $46,787,833 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
2,453,499 | $36,532,598 |
All Filings in AVB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,618,477 | 603,725 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $285,827,597 | 1,576,458 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $226,341,923 | 1,171,724 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $494,970,607 | 2,432,288 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $556,739,945 | 2,594,073 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $547,499,829 | 2,488,975 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $374,132,589 | 1,660,966 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $364,523,213 | 1,761,918 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $242,448,239 | 1,306,576 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $396,364,396 | 2,117,105 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $394,690,461 | 2,298,186 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $370,373,754 | 1,956,854 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $129,006,383 | 767,621 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $300,643,149 | 1,861,337 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $405,544,382 | 2,201,772 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $508,797,857 | 2,619,294 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $531,515,273 | 2,140,014 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $344,124,318 | 1,362,383 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $80,896,826 | 364,992 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $66,654,959 | 319,397 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $355,279 | 2,379 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $686,137 | 4,437 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $41,860,003 | 284,433 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||