AGWCA
AVB

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
Q2 		– Sell
-16
Closed -$2.63K – 413
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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 $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AVB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 16 shares — an estimated $2.63K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AVB in Q3 2023 and held it in 11 quarters. The position peaked at $33.1K in Q1 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 16 AvalonBay Communities shares in Q2 2026, an estimated $2.63K.
  • Annis Gardner Whiting Capital Advisors first reported a position in AvalonBay Communities in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's AvalonBay Communities position peaked at $33.1K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.