Position in AVB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$596,071
+$66,981 QoQ
Shares Held
8,823
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#419
of 748 holders
Holding Since
Mar 2025
6 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, 2026Pacific Sun Financial Corp holds $1,209,601 across 2 REIT - Residential names. AVB ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
15,369 | $613,530 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
8,823 | $596,071 |
All Filings in AVB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,071 | 3,159 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $529,090 | 3,239 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $558,616 | 3,081 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $589,361 | 3,051 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $347,985 | 1,710 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $257,329 | 1,199 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||