1IA
AVB

1620 Investment Advisors’s AvalonBay Communities AVB Stock Holding History

1620 Investment Advisors’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$835 – 686
2025
Q1 		$835 Hold
4
– – ﹤0.01% 637
2024
Q4 		$856 Hold
4
– – ﹤0.01% 643
2024
Q3 		$876 Buy
+4
New +$864 ﹤0.01% 640

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1620 Investment Advisors's AVB Position: Q2 2025 in Review

1620 Investment Advisors sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 4 shares — an estimated $835 sold.

1620 Investment Advisors first reported a position in AVB in Q3 2024 and held it in 3 quarters. The position peaked at $876 in Q3 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • 1620 Investment Advisors reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 4 AvalonBay Communities shares in Q2 2025, an estimated $835.
  • 1620 Investment Advisors first reported a position in AvalonBay Communities in Q3 2024 and held it in 3 quarters.
  • 1620 Investment Advisors's AvalonBay Communities position peaked at $876 in Q3 2024.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on 1620 Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.