AC
AVB icon

Avestar Capital’s AvalonBay Communities AVB Stock Holding History

Avestar Capital’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
-1,142
Closed -$234K – 486
2025
Q2 		$234K Buy
1,142
+18
+2% +$3.68K 0.02% 435
2025
Q1 		$241K Buy
1,124
+9
+0.8% +$1.95K 0.02% 420
2024
Q4 		$245K Buy
+1,115
New +$252K 0.02% 433
2019
Q3 		– Sell
-45
Closed -$8K – 222
2019
Q2 		$8K Hold
45
– – 0.01% 523
2019
Q1 		$8K Hold
45
– – 0.01% 499
2018
Q4 		$7K Hold
45
– – ﹤0.01% 481
2018
Q3 		$7K Buy
45
+5
+13% +$893 ﹤0.01% 503
2018
Q2 		$6K Buy
40
+4
+11% +$661 ﹤0.01% 531
2018
Q1 		$4K Buy
36
+3
+9% +$492 ﹤0.01% 561
2017
Q4 		$5K Buy
+33
New +$5.99K ﹤0.01% 542

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return