AIA
AVB

Alera Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Alera 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
2024
Q3 		$232K Buy
+1,028
New +$222K 0.03% 250
2019
Q2 		– Sell
-111
Closed -$22K – 149
2019
Q1 		$22K Buy
111
+8
+8% +$1.53K 0.01% 267
2018
Q4 		$18K Buy
+103
New +$18.6K 0.01% 303

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
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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Alera Investment Advisors's AVB Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in AvalonBay Communities (AVB) in Q3 2024: 1,028 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in AVB as recently as Q1 2019.

Alera Investment Advisors first reported a position in AVB in Q4 2018 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

  • Alera Investment Advisors held 1,028 shares of AvalonBay Communities worth $232K as of Q3 2024.
  • AvalonBay Communities was a new Alera Investment Advisors position in Q3 2024.
  • AvalonBay Communities made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #250 holding.
  • Alera Investment Advisors first reported a position in AvalonBay Communities in Q4 2018 and has held it in 3 quarters since.
  • 738 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.