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Annis Gardner Whiting Capital Advisors’s AvalonBay Communities AVB Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$2.63K Sell
16
-34
-68% -$5.94K ﹤0.01% 1019
2025
Q4 		$9.15K Sell
50
-9
-15% -$1.63K ﹤0.01% 791
2025
Q3 		$11.5K Sell
59
-52
-47% -$10.1K ﹤0.01% 685
2025
Q2 		$22.7K Sell
111
-42
-27% -$8.59K 0.01% 542
2025
Q1 		$33.1K Buy
153
+18
+13% +$3.91K 0.01% 392
2024
Q4 		$29.9K Buy
135
+22
+19% +$4.97K 0.01% 397
2024
Q3 		$25.6K Buy
113
+17
+18% +$3.67K 0.01% 434
2024
Q2 		$20K Buy
96
+40
+71% +$7.73K 0.01% 571
2024
Q1 		$10.5K Hold
56
– – ﹤0.01% 663
2023
Q4 		$10.6K Hold
56
– – ﹤0.01% 471
2023
Q3 		$9.71K Buy
+56
New +$10.4K 0.01% 468

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $757B AUM 28.64% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AVB Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its AvalonBay Communities (AVB) stake by 68% in Q1 2026, selling an estimated $5.94K and leaving 16 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Annis Gardner Whiting Capital Advisors first reported a position in AVB in Q3 2023 and has held it in 11 quarters since. The position peaked at $33.1K in Q1 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 16 shares of AvalonBay Communities worth $2.63K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 34 AvalonBay Communities shares in Q1 2026, an estimated $5.94K.
  • AvalonBay Communities made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1019 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in AvalonBay Communities in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's AvalonBay Communities position peaked at $33.1K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.