SPIRIT OF AMERICA MANAGEMENT CORP/NY AVB — AVALONBAY COMMUNITIES INC STOCK

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  50 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported AVALONBAY COMMUNITIES INC STOCK (AVB) in 50 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.73% in 2025 Q1. The latest visible filing shows AVB at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in AVALONBAY COMMUNITIES INC STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVB was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SPIRIT OF AMERICA MANAGEMENT CORP/NY held AVB — position size vs. price
% of Fund (quarterly)    AVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,490 -2,100 -24.4% 0.23% $1.2M 2026-07-14 —
2026 Q1 REDUCED — — — 8,590 -2,300 -21.1% 0.28% $1.4M 2026-04-15 —
2025 Q4 REDUCED — — — 10,890 -6,400 -37.0% 0.42% $2.0M 2026-01-15 —
2025 Q3 UNCHANGED — — — 17,290 — 0% 0.67% $3.3M 2025-10-15 —
2025 Q2 ADDED — — — 17,290 +400 +2.4% 0.73% $3.5M 2025-07-29 —
2025 Q1 ADDED — — — 16,890 +1,700 +11.2% 0.73% $3.6M 2025-04-21 —
2024 Q4 UNCHANGED — — — 15,190 — 0% 0.68% $3.3M 2025-01-27 —
2024 Q3 ADDED — — — 15,190 +200 +1.3% 0.68% $3.4M 2024-10-23 —
2024 Q2 REDUCED — — — 14,990 -200 -1.3% 0.63% $3.1M 2024-07-25 —
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVB

As of 2026 Q3 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and AVB

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning AVB?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported AVB across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AVB position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for AVB was 0.73% in 2025 Q1.

What is the latest reported AVB position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 6,490 shares, equal to 0.23% of portfolio, with an estimated market value of $1.2M.

What does the chart on this AVB ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly AVB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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