Advisory Alpha’s AvalonBay Communities AVB Stock Holding History

Advisory Alpha’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
2026 Q1	$417K	Buy	+2,550	New	+$446K	0.01%	366
2019 Q4	–	Sell	-11	Closed	-$2.41K	–	763
2019 Q3	$2.41K	Buy	+11	New	+$2.3K	﹤0.01%	627
2019 Q2	–	Sell	-3	Closed	-$596	–	155
2019 Q1	$596	Buy	+3	New	+$573	﹤0.01%	642

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Alpha's AVB Position: Q1 2026 in Review

Advisory Alpha opened a new position in AvalonBay Communities (AVB) in Q1 2026: 2,550 shares worth $417K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Advisory Alpha previously reported a position in AVB as recently as Q3 2019.

Advisory Alpha first reported a position in AVB in Q1 2019 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Advisory Alpha held 2,550 shares of AvalonBay Communities worth $417K as of Q1 2026.
AvalonBay Communities was a new Advisory Alpha position in Q1 2026.
AvalonBay Communities made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #366 holding.
Advisory Alpha first reported a position in AvalonBay Communities in Q1 2019 and has held it in 3 quarters since.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.