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Advocate Group’s AvalonBay Communities AVB Stock Holding History

Advocate Group’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
Q2 		$8.69M Buy
46,043
+10,389
+29% +$1.88M 1.31% 34
2026
Q1 		$5.82M Buy
35,654
+9,029
+34% +$1.58M 0.91% 48
2025
Q4 		$4.83M Buy
26,625
+4,409
+20% +$800K 0.78% 54
2025
Q3 		$4.29M Buy
22,216
+457
+2% +$89K 0.71% 57
2025
Q2 		$4.43M Buy
21,759
+92
+0.4% +$18.8K 0.79% 52
2025
Q1 		$4.65M Sell
21,667
-332
-2% -$72.1K 0.85% 53
2024
Q4 		$4.84M Sell
21,999
-462
-2% -$104K 0.91% 47
2024
Q3 		$5.06M Buy
22,461
+374
+2% +$80.8K 0.92% 46
2024
Q2 		$4.57M Buy
22,087
+546
+3% +$106K 0.92% 48
2024
Q1 		$4M Buy
21,541
+1,391
+7% +$250K 0.79% 53
2023
Q4 		$3.77M Buy
20,150
+1,181
+6% +$206K 0.81% 56
2023
Q3 		$3.26M Buy
18,969
+2,086
+12% +$386K 0.75% 56
2023
Q2 		$3.2M Buy
16,883
+2,890
+21% +$516K 0.7% 56
2023
Q1 		$2.35M Buy
13,993
+6,653
+91% +$1.13M 0.51% 64
2022
Q4 		$1.19M Buy
+7,340
New +$1.25M 0.26% 72

Other funds holding AVB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Advocate Group's AVB Position: Q2 2026 in Review

Advocate Group increased its AvalonBay Communities (AVB) stake by 29% in Q2 2026, buying an estimated $1.88M and bringing the position to 46,043 shares worth $8.69M. The position accounts for 1.31% of the portfolio, ranked #34.

Advocate Group first reported a position in AVB in Q4 2022 and has held it in 15 quarters since. 248 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Advocate Group held 46,043 shares of AvalonBay Communities worth $8.69M as of Q2 2026.
  • Advocate Group bought 10,389 AvalonBay Communities shares in Q2 2026, an estimated $1.88M.
  • AvalonBay Communities made up 1.31% of Advocate Group's portfolio in Q2 2026, its #34 holding.
  • Advocate Group first reported a position in AvalonBay Communities in Q4 2022 and has held it in 15 quarters since.
  • 248 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.