Bank of Montreal
AVB icon

Bank of Montreal’s AvalonBay Communities AVB Stock Holding History

Bank of Montreal’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
2014
Q4 		– Sell
-7,500
Closed -$1.06M – 4018
2014
Q3 		$1.06M Buy
+7,500
New +$1.11M ﹤0.01% 1744

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 $204B AUM 27.99% 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

Bank of Montreal's AVB Position: Q1 2026 in Review

Bank of Montreal reduced its AvalonBay Communities (AVB) stake by 3.1% in Q1 2026, selling an estimated $826K and leaving 145,704 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #785.

Bank of Montreal first reported a position in AVB in Q2 2013 and has held it in 52 quarters since. The position peaked at $84.7M in Q1 2017. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Bank of Montreal held 145,704 shares of AvalonBay Communities worth $23.8M as of Q1 2026.
  • Bank of Montreal sold 4,727 AvalonBay Communities shares in Q1 2026, an estimated $826K.
  • AvalonBay Communities made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #785 holding.
  • Bank of Montreal first reported a position in AvalonBay Communities in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's AvalonBay Communities position peaked at $84.7M in Q1 2017.
  • 744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.