American Capital Advisory’s AvalonBay Communities AVB Stock Holding History

American Capital Advisory’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	$654	Buy	4 +1	+33%	+$175	﹤0.01%	788
2025 Q4	$544	Hold	3	–	–	﹤0.01%	733
2025 Q3	$580	Buy	3 +2	+200%	+$389	﹤0.01%	654
2025 Q2	$204	Hold	1	–	–	﹤0.01%	794
2025 Q1	$215	Buy	+1	New	+$217	﹤0.01%	723

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

American Capital Advisory's AVB Position: Q1 2026 in Review

American Capital Advisory increased its AvalonBay Communities (AVB) stake by 33% in Q1 2026, buying an estimated $175 and bringing the position to 4 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #788.

American Capital Advisory first reported a position in AVB in Q1 2025 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

American Capital Advisory held 4 shares of AvalonBay Communities worth $654 as of Q1 2026.
American Capital Advisory bought 1 AvalonBay Communities share in Q1 2026, an estimated $175.
AvalonBay Communities made up ﹤0.01% of American Capital Advisory's portfolio in Q1 2026, its #788 holding.
American Capital Advisory first reported a position in AvalonBay Communities in Q1 2025 and has held it in 5 quarters since.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.