Position in AVB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,647,531
+$3,611,096 QoQ
Shares Held
51,129
+38.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 745 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $75,372,258 across 8 REIT - Residential names. AVB ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
110,505 | $32,222,152 | |
| 2 | VMRK |
Vivmark Residential
|
213,512 | $14,503,870 | |
| 3 | AVB |
Avalonbay Communities Inc
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|
51,129 | $9,647,531 | |
| 4 | INVH |
Invitation Homes Inc.
|
216,949 | $6,554,029 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
35,271 | $4,900,552 | |
| 6 | SUI |
Sun Communities Inc
|
34,223 | $4,103,679 | |
| 7 | UDR |
UDR, Inc.
|
75,767 | $3,024,618 | |
| 8 | CPT |
Camden Property Trust
|
3,632 | $415,827 |
All Filings in AVB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,647,531 | 51,129 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,036,435 | 36,954 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,816,243 | 32,079 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,189,125 | 26,863 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,121,077 | 25,165 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,245,098 | 24,439 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,526,119 | 16,030 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $4,282,453 | 19,012 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,815,258 | 18,441 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,490,569 | 18,811 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,026,986 | 32,192 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,421,057 | 43,211 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,060,560 | 58,438 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,418,465 | 26,291 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,878,770 | 17,823 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,600,394 | 14,118 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,674,045 | 13,766 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,213,162 | 12,937 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,185,665 | 12,612 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,896,391 | 13,068 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,130,098 | 10,207 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,648,227 | 8,933 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,138,531 | 13,330 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,834,193 | 12,282 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,837,123 | 11,880 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,694,956 | 11,517 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||