Atlas Capital Advisors’s AvalonBay Communities AVB Stock Holding History

Atlas 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	-1,476	Closed	-$241K	–	1056
2026 Q1	$241K	Hold	1,476	–	–	0.03%	381
2025 Q4	$268K	Buy	+1,476	New	+$268K	0.03%	356
2025 Q2	$300K	Hold	1,476	–	–	0.04%	334
2025 Q1	$317K	Hold	1,476	–	–	0.04%	327
2024 Q4	$325K	Buy	+1,476	New	+$333K	0.04%	314
2024 Q3	–	Sell	-1,476	Closed	-$305K	–	908
2024 Q2	$305K	Buy	+1,476	New	+$285K	0.04%	318
2024 Q1	–	Sell	-1,476	Closed	-$276K	–	893
2023 Q4	$276K	Hold	1,476	–	–	0.04%	314
2023 Q3	$253K	Hold	1,476	–	–	0.04%	307
2023 Q2	$279K	Hold	1,476	–	–	0.04%	307
2023 Q1	$248K	Hold	1,476	–	–	0.04%	317
2022 Q4	$238K	Hold	1,476	–	–	0.04%	313
2022 Q3	$272K	Hold	1,476	–	–	0.05%	283
2022 Q2	$287K	Sell	1,476 -149	-9%	-$32.3K	0.05%	294
2022 Q1	$404K	Hold	1,625	–	–	0.06%	239
2021 Q4	$410K	Hold	1,625	–	–	0.06%	253
2021 Q3	$360K	Hold	1,625	–	–	0.06%	252
2021 Q2	$339K	Buy	1,625 +149	+10%	+$29.8K	0.06%	271
2021 Q1	$272K	Hold	1,476	–	–	0.05%	288
2020 Q4	$237K	Hold	1,476	–	–	0.05%	278
2020 Q3	$220K	Buy	1,476 +698	+90%	+$107K	0.05%	278
2020 Q2	$120K	Buy	+778	New	+$123K	0.03%	379

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Atlas Capital Advisors's AVB Position: Q2 2026 in Review

Atlas Capital Advisors sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 1,476 shares — an estimated $241K sold.

Atlas Capital Advisors first reported a position in AVB in Q2 2020 and held it in 21 quarters. The position peaked at $410K in Q4 2021. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Atlas Capital Advisors reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
Atlas Capital Advisors sold 1,476 AvalonBay Communities shares in Q2 2026, an estimated $241K.
Atlas Capital Advisors first reported a position in AvalonBay Communities in Q2 2020 and held it in 21 quarters.
Atlas Capital Advisors's AvalonBay Communities position peaked at $410K in Q4 2021.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.