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Atria Investments’s AvalonBay Communities AVB Stock Holding History

Atria Investments’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 		$1.96M Buy
12,019
+1,100
+10% +$192K 0.02% 711
2025
Q4 		$1.98M Sell
10,919
-2,045
-16% -$371K 0.02% 723
2025
Q3 		$2.5M Buy
12,964
+2,163
+20% +$421K 0.03% 633
2025
Q2 		$2.2M Buy
10,801
+2,308
+27% +$472K 0.03% 685
2025
Q1 		$1.82M Sell
8,493
-1,511
-15% -$328K 0.02% 743
2024
Q4 		$2.2M Sell
10,004
-5,483
-35% -$1.24M 0.03% 639
2024
Q3 		$3.49M Buy
15,487
+602
+4% +$130K 0.04% 471
2024
Q2 		$3.08M Buy
14,885
+4,841
+48% +$936K 0.04% 487
2024
Q1 		$1.86M Buy
10,044
+490
+5% +$88.1K 0.03% 686
2023
Q4 		$1.79M Sell
9,554
-1,169
-11% -$204K 0.03% 639
2023
Q3 		$1.84M Buy
10,723
+79
+0.7% +$14.6K 0.03% 598
2023
Q2 		$2.01M Sell
10,644
-381
-3% -$68K 0.04% 549
2023
Q1 		$1.85M Buy
11,025
+2,421
+28% +$413K 0.04% 564
2022
Q4 		$1.39M Sell
8,604
-179
-2% -$30.5K 0.03% 639
2022
Q3 		$1.62M Buy
8,783
+398
+5% +$80.3K 0.04% 556
2022
Q2 		$1.63M Buy
8,385
+500
+6% +$108K 0.03% 568
2022
Q1 		$1.96M Buy
7,885
+2,480
+46% +$606K 0.03% 577
2021
Q4 		$1.36M Buy
+5,405
New +$1.29M 0.02% 707
2020
Q2 		– Sell
-5,047
Closed -$743K – 538
2020
Q1 		$743K Buy
5,047
+2,799
+125% +$564K 0.06% 276
2019
Q4 		$471K Buy
+2,248
New +$482K 0.01% 810

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

Atria Investments's AVB Position: Q1 2026 in Review

Atria Investments increased its AvalonBay Communities (AVB) stake by 10% in Q1 2026, buying an estimated $192K and bringing the position to 12,019 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #711.

Atria Investments first reported a position in AVB in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.49M in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Atria Investments held 12,019 shares of AvalonBay Communities worth $1.96M as of Q1 2026.
  • Atria Investments bought 1,100 AvalonBay Communities shares in Q1 2026, an estimated $192K.
  • AvalonBay Communities made up 0.02% of Atria Investments's portfolio in Q1 2026, its #711 holding.
  • Atria Investments first reported a position in AvalonBay Communities in Q4 2019 and has held it in 20 quarters since.
  • Atria Investments's AvalonBay Communities position peaked at $3.49M in Q3 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.