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AlphaCore Capital’s AvalonBay Communities AVB Stock Holding History

AlphaCore Capital’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 		$360K Sell
2,182
-626
-22% -$109K 0.01% 644
2025
Q4 		$509K Buy
2,808
+518
+23% +$94K 0.01% 606
2025
Q3 		$447K Buy
2,290
+266
+13% +$51.8K 0.02% 480
2025
Q2 		$411K Sell
2,024
-11
-0.5% -$2.25K 0.02% 411
2025
Q1 		$440K Buy
+2,035
New +$442K 0.04% 291

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlphaCore Capital's AVB Position: Q1 2026 in Review

AlphaCore Capital reduced its AvalonBay Communities (AVB) stake by 22% in Q1 2026, selling an estimated $109K and leaving 2,182 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #644.

AlphaCore Capital first reported a position in AVB in Q1 2025 and has held it in 5 quarters since. The position peaked at $509K in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • AlphaCore Capital held 2,182 shares of AvalonBay Communities worth $360K as of Q1 2026.
  • AlphaCore Capital sold 626 AvalonBay Communities shares in Q1 2026, an estimated $109K.
  • AvalonBay Communities made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #644 holding.
  • AlphaCore Capital first reported a position in AvalonBay Communities in Q1 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's AvalonBay Communities position peaked at $509K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.