Alpine Bank Wealth Management’s AvalonBay Communities AVB Stock Holding History

Alpine Bank Wealth Management’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 Q4	–	Sell	-484	Closed	-$93.5K	–	165
2025 Q3	$93.5K	Hold	484	–	–	0.01%	200
2025 Q2	$98.5K	Hold	484	–	–	0.01%	190
2025 Q1	$104K	Buy	+484	New	+$105K	0.02%	177
2024 Q3	$109K	Buy	+484	New	+$105K	0.02%	186

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Alpine Bank Wealth Management's AVB Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 484 shares — an estimated $93.5K sold.

Alpine Bank Wealth Management first reported a position in AVB in Q3 2024 and held it in 4 quarters. The position peaked at $109K in Q3 2024. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

Alpine Bank Wealth Management reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 484 AvalonBay Communities shares in Q4 2025, an estimated $93.5K.
Alpine Bank Wealth Management first reported a position in AvalonBay Communities in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's AvalonBay Communities position peaked at $109K in Q3 2024.
749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.