ARBOR CAPITAL MANAGEMENT INC /ADV AVB AVALONBAY CMNTYS INC

Ownership history in ARBOR CAPITAL MANAGEMENT INC /ADV  ·  19 quarters on record

AI Ownership Summary

ARBOR CAPITAL MANAGEMENT INC /ADV reported AVALONBAY CMNTYS INC (AVB) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.27% in 2024 Q3. The latest visible filing shows AVB at 1.03% 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 ARBOR CAPITAL MANAGEMENT INC /ADV's position in AVALONBAY CMNTYS INC, 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 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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 ARBOR CAPITAL MANAGEMENT INC /ADV 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 5,460 -1,080 -16.5% 1.03% $1.0M 2026-08-06 $66.79
2026 Q1 ADDED 6,540 +90 +1.4% 0.89% $1.1M 2026-04-30
2025 Q4 REDUCED 6,450 -367 -5.4% 0.98% $1.2M 2026-01-28
2025 Q3 ADDED 6,817 +590 +9.5% 1.05% $1.3M 2025-11-03
2025 Q2 ADDED 6,227 +331 +5.6% 1.06% $1.2M 2025-08-04
2025 Q1 ADDED 5,896 +201 +3.5% 1.23% $1.3M 2025-04-28
2024 Q4 REDUCED 5,695 -321 -5.3% 1.21% $1.2M 2025-02-10
2024 Q3 REDUCED 6,016 -515 -7.9% 1.27% $1.3M 2024-11-04
2024 Q2 REDUCED 6,531 -66 -1.0% 1.22% $1.3M 2024-08-06
2024 Q1 REDUCED 6,597 -468 -6.6% 1.23% $1.3M 2024-05-13
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ARBOR CAPITAL MANAGEMENT INC /ADV and AVB

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

How long has ARBOR CAPITAL MANAGEMENT INC /ADV reported owning AVB?

ARBOR CAPITAL MANAGEMENT INC /ADV reported AVB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AVB position in ARBOR CAPITAL MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for AVB was 1.27% in 2024 Q3.

What is the latest reported AVB position on this page?

The most recent filing on this page is 2026 Q2, when ARBOR CAPITAL MANAGEMENT INC /ADV reported 5,460 shares, equal to 1.03% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AVB ownership page compare?

The chart compares ARBOR CAPITAL MANAGEMENT INC /ADV'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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