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Vert Asset Management LLC: AVB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vert Asset Management LLC on AVB, newest first. How the timeline and the estimate are built.

Vert Asset Management LLC held 72,165 AVB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,165 shares
    Change vs previous 13F +2,396 shares

    3.73% of the 13F portfolio, value $13,616,814.

    13F-HR 0001904664-26-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,769 shares
    Change vs previous 13F +186 shares

    3.62% of the 13F portfolio, value $11,396,766.

    13F-HR 0001904664-26-000002 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,583 shares
    Change vs previous 13F +4,817 shares

    4.2% of the 13F portfolio, value $12,616,094.

    13F-HR 0001904664-26-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,766 shares
    Change vs previous 13F +1,925 shares

    4.21% of the 13F portfolio, value $12,510,848.

    13F-HR 0001904664-25-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,841 shares
    Change vs previous 13F -3,819 shares

    4.66% of the 13F portfolio, value $12,788,144.

    13F-HR 0001904664-25-000004 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,660 shares
    Change vs previous 13F +3,199 shares

    4.92% of the 13F portfolio, value $14,306,569.

    13F-HR 0001904664-25-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,461 shares
    Change vs previous 13F +5,350 shares

    4.78% of the 13F portfolio, value $13,959,516.

    13F-HR 0001904664-25-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,111 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $13,089,503.

    13F-HR 0001904664-24-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).