Adelante Capital Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.1M | Buy |
325,177
+7,271
| +2% | +$1.27M | 3.63% | 7 |
|
|
2025
Q4 | $57.6M | Sell |
317,906
-22,382
| -7% | -$4.06M | 3.88% | 8 |
|
|
2025
Q3 | $65.7M | Sell |
340,288
-1,567
| -0.5% | -$305K | 4.4% | 8 |
|
|
2025
Q2 | $69.6M | Sell |
341,855
-2,967
| -0.9% | -$607K | 5.12% | 5 |
|
|
2025
Q1 | $74M | Sell |
344,822
-55,622
| -14% | -$12.1M | 5.6% | 4 |
|
|
2024
Q4 | $88.1M | Sell |
400,444
-3,601
| -0.9% | -$813K | 5.81% | 6 |
|
|
2024
Q3 | $91M | Buy |
404,045
+18,915
| +5% | +$4.09M | 5.88% | 5 |
|
|
2024
Q2 | $79.7M | Sell |
385,130
-1,432
| -0.4% | -$277K | 6.29% | 7 |
|
|
2024
Q1 | $71.7M | Buy |
386,562
+25,598
| +7% | +$4.6M | 4.72% | 7 |
|
|
2023
Q4 | $67.6M | Buy |
360,964
+212,512
| +143% | +$37.1M | 4.68% | 7 |
|
|
2023
Q3 | $25.5M | Buy |
148,452
+28,001
| +23% | +$5.18M | 2.06% | 18 |
|
|
2023
Q2 | $22.8M | Sell |
120,451
-1,491
| -1% | -$266K | 2.01% | 17 |
|
|
2023
Q1 | $20.5M | Sell |
121,942
-42,073
| -26% | -$7.18M | 1.79% | 20 |
|
|
2022
Q4 | $26.5M | Buy |
164,015
+34,526
| +27% | +$5.88M | 2.23% | 16 |
|
|
2022
Q3 | $23.9M | Buy |
+129,489
| New | +$26.1M | 1.79% | 19 |
|
|
2021
Q1 | – | Sell |
-62,644
| Closed | -$10.1M | – | 36 |
|
|
2020
Q4 | $10.1M | Sell |
62,644
-246,183
| -80% | -$39.1M | 0.69% | 34 |
|
|
2020
Q3 | $46.1M | Sell |
308,827
-68,364
| -18% | -$10.5M | 2.71% | 14 |
|
|
2020
Q2 | $56M | Buy |
377,191
+62,741
| +20% | +$9.93M | 3.31% | 11 |
|
|
2020
Q1 | $46.3M | Buy |
314,450
+66,633
| +27% | +$13.4M | 2.94% | 13 |
|
|
2019
Q4 | $52M | Buy |
247,817
+97,127
| +64% | +$20.8M | 2.57% | 15 |
|
|
2019
Q3 | $32.4M | Buy |
+150,690
| New | +$31.5M | 1.58% | 25 |
|
|
2016
Q4 | – | Sell |
-184,285
| Closed | -$32.8M | – | 44 |
|
|
2016
Q3 | $32.8M | Sell |
184,285
-362,047
| -66% | -$65.1M | 1.54% | 23 |
|
|
2016
Q2 | $98.6M | Buy |
546,332
+65,629
| +14% | +$11.8M | 4.54% | 8 |
|
|
2016
Q1 | $91.4M | Sell |
480,703
-127,859
| -21% | -$22.6M | 4.36% | 7 |
|
|
2015
Q4 | $112M | Buy |
608,562
+50,729
| +9% | +$9.08M | 5.25% | 6 |
|
|
2015
Q3 | $97.5M | Buy |
557,833
+131,417
| +31% | +$22.3M | 4.66% | 7 |
|
|
2015
Q2 | $68.2M | Sell |
426,416
-22,767
| -5% | -$3.79M | 3.42% | 9 |
|
|
2015
Q1 | $78.3M | Sell |
449,183
-101,470
| -18% | -$17.5M | 3.59% | 9 |
|
|
2014
Q4 | $90M | Buy |
550,653
+114,292
| +26% | +$17.9M | 4.14% | 8 |
|
|
2014
Q3 | $61.5M | Sell |
436,361
-243,697
| -36% | -$36.1M | 3.12% | 11 |
|
|
2014
Q2 | $96.7M | Sell |
680,058
-75,180
| -10% | -$10.4M | 5.14% | 5 |
|
|
2014
Q1 | $99.2M | Sell |
755,238
-6,740
| -0.9% | -$850K | 5.46% | 3 |
|
|
2013
Q4 | $90.1M | Sell |
761,978
-14,458
| -2% | -$1.78M | 5.31% | 4 |
|
|
2013
Q3 | $98.7M | Sell |
776,436
-56,899
| -7% | -$7.5M | 5.8% | 3 |
|
|
2013
Q2 | $112M | Buy |
+833,335
| New | +$111M | 6.29% | 3 |
|
Other funds holding AVB
VPM
VCM
Adelante Capital Management's AVB Position: Q1 2026 in Review
Adelante Capital Management increased its AvalonBay Communities (AVB) stake by 2.3% in Q1 2026, buying an estimated $1.27M and bringing the position to 325,177 shares worth $53.1M. The position accounts for 3.63% of the portfolio, ranked #7.
Adelante Capital Management first reported a position in AVB in Q2 2013 and has held it in 35 quarters since. The position peaked at $112M in Q2 2013. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.
- Adelante Capital Management held 325,177 shares of AvalonBay Communities worth $53.1M as of Q1 2026.
- Adelante Capital Management bought 7,271 AvalonBay Communities shares in Q1 2026, an estimated $1.27M.
- AvalonBay Communities made up 3.63% of Adelante Capital Management's portfolio in Q1 2026, its #7 holding.
- Adelante Capital Management first reported a position in AvalonBay Communities in Q2 2013 and has held it in 35 quarters since.
- Adelante Capital Management's AvalonBay Communities position peaked at $112M in Q2 2013.
- 744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.
Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.