Alta Advisers’s AvalonBay Communities AVB Stock Holding History

Alta Advisers’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 Q4	–	Sell	-500	Closed	-$113K	–	172
2024 Q3	$113K	Hold	500	–	–	0.05%	265
2024 Q2	$103K	Hold	500	–	–	0.05%	259
2024 Q1	$92.8K	Hold	500	–	–	0.05%	292
2023 Q4	$93.6K	Hold	500	–	–	0.05%	269
2023 Q3	$85.9K	Hold	500	–	–	0.05%	270
2023 Q2	$94.6K	Hold	500	–	–	0.05%	258
2023 Q1	$84K	Hold	500	–	–	0.05%	283
2022 Q4	$81K	Hold	500	–	–	0.05%	282
2022 Q3	$92K	Buy	+500	New	+$101K	0.06%	218

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 $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alta Advisers's AVB Position: Q4 2024 in Review

Alta Advisers sold out of AvalonBay Communities (AVB) in Q4 2024, closing a stake of 500 shares — an estimated $113K sold.

Alta Advisers first reported a position in AVB in Q3 2022 and held it in 9 quarters. The position peaked at $113K in Q3 2024. 763 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

Alta Advisers reported no remaining AvalonBay Communities position as of Q4 2024 after selling out during the quarter.
Alta Advisers sold 500 AvalonBay Communities shares in Q4 2024, an estimated $113K.
Alta Advisers first reported a position in AvalonBay Communities in Q3 2022 and held it in 9 quarters.
Alta Advisers's AvalonBay Communities position peaked at $113K in Q3 2024.
763 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.