BIC
AVB

B&I Capital’s AvalonBay Communities AVB Stock Holding History

B&I 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
2026
Q2 		$2.04M Sell
10,820
-57,710
-84% -$10.4M 4.5% 7
2026
Q1 		$11.2M Buy
+68,530
New +$12M 3.81% 11
2021
Q2 		– Sell
-4,090
Closed -$755K – 34
2021
Q1 		$755K Sell
4,090
-420
-9% -$73.4K 0.22% 28
2020
Q4 		$724K Buy
+4,510
New +$717K 0.22% 28

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

B&I Capital's AVB Position: Q2 2026 in Review

B&I Capital reduced its AvalonBay Communities (AVB) stake by 84% in Q2 2026, selling an estimated $10.4M and leaving 10,820 shares worth $2.04M. The position accounts for 4.5% of the portfolio, ranked #7.

B&I Capital first reported a position in AVB in Q4 2020 and has held it in 4 quarters since. The position peaked at $11.2M in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • B&I Capital held 10,820 shares of AvalonBay Communities worth $2.04M as of Q2 2026.
  • B&I Capital sold 57,710 AvalonBay Communities shares in Q2 2026, an estimated $10.4M.
  • AvalonBay Communities made up 4.5% of B&I Capital's portfolio in Q2 2026, its #7 holding.
  • B&I Capital first reported a position in AvalonBay Communities in Q4 2020 and has held it in 4 quarters since.
  • B&I Capital's AvalonBay Communities position peaked at $11.2M in Q1 2026.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on B&I Capital's 13F filing for Q2 2026, filed 11 Aug 2026.