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Altshuler Shaham’s AvalonBay Communities AVB Stock Holding History

Altshuler Shaham’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
-6,000
Closed -$1.16M – 406
2025
Q3 		$1.16M Sell
6,000
-1,800
-23% -$351K 0.02% 77
2025
Q2 		$1.59M Hold
7,800
– – 0.05% 60
2025
Q1 		$1.67M Hold
7,800
– – 0.04% 47
2024
Q4 		$1.72M Hold
7,800
– – 0.06% 38
2024
Q3 		$1.76M Sell
7,800
-1,000
-11% -$216K 0.11% 36
2024
Q2 		$1.82M Sell
8,800
-2,486
-22% -$481K 0.06% 34
2024
Q1 		$2.09M Sell
11,286
-264
-2% -$47.5K 0.08% 26
2023
Q4 		$2.16M Buy
+11,550
New +$2.02M 0.12% 21
2022
Q1 		– Sell
-2,593
Closed -$658K – 536
2021
Q4 		$658K Buy
+2,593
New +$618K 0.01% 189
2021
Q3 		– Sell
-2,090
Closed -$438K – 519
2021
Q2 		$438K Buy
2,090
+84
+4% +$16.8K ﹤0.01% 215
2021
Q1 		$372K Sell
2,006
-385
-16% -$67.3K ﹤0.01% 156
2020
Q4 		$384K Buy
+2,391
New +$380K 0.01% 132
2020
Q3 		– Sell
-5,575
Closed -$868K – 380
2020
Q2 		$868K Buy
5,575
+4,809
+628% +$761K 0.03% 65
2020
Q1 		$113K Sell
766
-356
-32% -$71.7K 0.01% 162
2019
Q4 		$235K Buy
1,122
+149
+15% +$31.9K 0.01% 162
2019
Q3 		$208K Buy
973
+530
+120% +$111K 0.01% 158
2019
Q2 		$90K Buy
443
+223
+101% +$45.2K ﹤0.01% 167
2019
Q1 		$44K Buy
220
+75
+52% +$14.3K ﹤0.01% 137
2018
Q4 		$25K Sell
145
-11,472
-99% -$2.07M ﹤0.01% 165
2018
Q3 		$2.1M Buy
11,617
+11,595
+52,705% +$2.07M 0.11% 54
2018
Q2 		$4K Sell
22
-85
-79% -$14K ﹤0.01% 176
2018
Q1 		$18K Buy
+107
New +$17.5K ﹤0.01% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $860B AUM 41.15% 1-Year Est. Return

Altshuler Shaham's AVB Position: Q4 2025 in Review

Altshuler Shaham sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 6,000 shares — an estimated $1.16M sold.

Altshuler Shaham first reported a position in AVB in Q1 2018 and held it in 22 quarters. The position peaked at $2.16M in Q4 2023. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Altshuler Shaham reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Altshuler Shaham sold 6,000 AvalonBay Communities shares in Q4 2025, an estimated $1.16M.
  • Altshuler Shaham first reported a position in AvalonBay Communities in Q1 2018 and held it in 22 quarters.
  • Altshuler Shaham's AvalonBay Communities position peaked at $2.16M in Q4 2023.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Altshuler Shaham's 13F filing for Q4 2025, filed 17 Feb 2026.