Ameritas Advisory Services’s AvalonBay Communities AVB Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-654	Closed	-$133K	–	2157
2025 Q2	$133K	Buy	+654	New	+$134K	0.01%	876
2023 Q2	–	Sell	-849	Closed	-$146K	–	679
2023 Q1	$146K	Buy	+849	New	+$145K	0.01%	870

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameritas Advisory Services's AVB Position: Q3 2025 in Review

Ameritas Advisory Services sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 654 shares — an estimated $133K sold.

Ameritas Advisory Services first reported a position in AVB in Q1 2023 and held it in 2 quarters. The position peaked at $146K in Q1 2023. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

Ameritas Advisory Services reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 654 AvalonBay Communities shares in Q3 2025, an estimated $133K.
Ameritas Advisory Services first reported a position in AvalonBay Communities in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's AvalonBay Communities position peaked at $146K in Q1 2023.
741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.