ARC
AVB

Advisor Resource Council’s AvalonBay Communities AVB Stock Holding History

Advisor Resource Council’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
Q3 		– Sell
-1,420
Closed -$289K – 54
2025
Q2 		$289K Sell
1,420
-1,005
-41% -$206K 0.11% 133
2025
Q1 		$216K Buy
+2,425
New +$526K 0.02% 536
2024
Q4 		– Sell
-2,390
Closed -$538K – 85
2024
Q3 		$538K Buy
+2,390
New +$516K 0.24% 108
2024
Q2 		– Sell
-1,645
Closed -$308K – 81
2024
Q1 		$308K Buy
1,645
+439
+36% +$78.9K 0.13% 166
2023
Q4 		$226K Sell
1,206
-294
-20% -$51.3K 0.03% 423
2023
Q3 		$258K Buy
1,500
+250
+20% +$46.2K 0.13% 120
2023
Q2 		$237K Buy
1,250
+60
+5% +$10.7K 0.11% 137
2023
Q1 		$203K Buy
+1,190
New +$203K 0.05% 237

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Resource Council's AVB Position: Q3 2025 in Review

Advisor Resource Council sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 1,420 shares — an estimated $289K sold.

Advisor Resource Council first reported a position in AVB in Q1 2023 and held it in 8 quarters. The position peaked at $538K in Q3 2024. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Advisor Resource Council reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 1,420 AvalonBay Communities shares in Q3 2025, an estimated $289K.
  • Advisor Resource Council first reported a position in AvalonBay Communities in Q1 2023 and held it in 8 quarters.
  • Advisor Resource Council's AvalonBay Communities position peaked at $538K in Q3 2024.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.