Baird Financial Group
AVB icon

Baird Financial Group’s AvalonBay Communities AVB Stock Holding History

Baird Financial Group’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 		$5.93M Buy
+36,279
New +$6.34M 0.01% 693
2025
Q3 		– Sell
-6,750
Closed -$1.37M – 1799
2025
Q2 		$1.37M Buy
+6,750
New +$1.38M ﹤0.01% 1125
2024
Q2 		– Sell
-44,881
Closed -$8.33M – 1758
2024
Q1 		$8.33M Sell
44,881
-442
-1% -$79.5K 0.02% 521
2023
Q4 		$8.49M Sell
45,323
-6,603
-13% -$1.15M 0.02% 496
2023
Q3 		$8.92M Sell
51,926
-3,143
-6% -$581K 0.02% 462
2023
Q2 		$10.4M Sell
55,069
-3,388
-6% -$605K 0.03% 431
2023
Q1 		$9.82M Buy
58,457
+58
+0.1% +$9.89K 0.02% 436
2022
Q4 		$9.43M Sell
58,399
-10,344
-15% -$1.76M 0.02% 446
2022
Q3 		$12.7M Buy
68,743
+11,568
+20% +$2.33M 0.04% 370
2022
Q2 		$11.1M Buy
57,175
+6,800
+13% +$1.47M 0.03% 415
2022
Q1 		$12.5M Buy
50,375
+1,614
+3% +$394K 0.03% 400
2021
Q4 		$12.3M Buy
48,761
+2,456
+5% +$586K 0.03% 395
2021
Q3 		$10.3M Buy
46,305
+4,604
+11% +$1.03M 0.03% 429
2021
Q2 		$8.7M Buy
41,701
+4,942
+13% +$988K 0.02% 452
2021
Q1 		$6.78M Buy
36,759
+5,157
+16% +$902K 0.02% 493
2020
Q4 		$5.07M Buy
+31,602
New +$5.02M 0.02% 539
2020
Q3 		– Sell
-2,730
Closed -$422K – 1490
2020
Q2 		$422K Buy
+2,730
New +$432K ﹤0.01% 1186

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

Baird Financial Group's AVB Position: Q1 2026 in Review

Baird Financial Group opened a new position in AvalonBay Communities (AVB) in Q1 2026: 36,279 shares worth $5.93M. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in AVB as recently as Q2 2025.

Baird Financial Group first reported a position in AVB in Q2 2020 and has held it in 17 quarters since. The position peaked at $12.7M in Q3 2022. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Baird Financial Group held 36,279 shares of AvalonBay Communities worth $5.93M as of Q1 2026.
  • AvalonBay Communities was a new Baird Financial Group position in Q1 2026.
  • AvalonBay Communities made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #693 holding.
  • Baird Financial Group first reported a position in AvalonBay Communities in Q2 2020 and has held it in 17 quarters since.
  • Baird Financial Group's AvalonBay Communities position peaked at $12.7M in Q3 2022.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.