Bear Mountain Capital’s AvalonBay Communities AVB Stock Holding History

Bear Mountain 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	$70.8K	Hold	369	–	–	0.02%	50
2026 Q1	$65.1K	Hold	369	–	–	0.02%	54
2025 Q4	$66.7K	Hold	369	–	–	0.02%	55
2025 Q3	$69K	Hold	369	–	–	0.02%	53
2025 Q2	$74.8K	Sell	369 -1	-0.3%	-$204	0.03%	51
2025 Q1	$76.7K	Buy	370 +1	+0.3%	+$217	0.03%	54
2024 Q4	$78.9K	Hold	369	–	–	0.03%	49
2024 Q3	$82.5K	Hold	369	–	–	0.03%	54
2024 Q2	$74.5K	Hold	369	–	–	0.03%	58
2024 Q1	$66.8K	Hold	369	–	–	0.03%	58
2023 Q4	$66.5K	Buy	+369	New	+$64.4K	0.03%	62

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Bear Mountain Capital's AVB Position: Q2 2026 in Review

Bear Mountain Capital held its AvalonBay Communities (AVB) position steady in Q2 2026 at 369 shares worth $70.8K. The position accounts for 0.02% of the portfolio, ranked #50.

Bear Mountain Capital first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $82.5K in Q3 2024. 129 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Bear Mountain Capital held 369 shares of AvalonBay Communities worth $70.8K as of Q2 2026.
Bear Mountain Capital left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #50 holding.
Bear Mountain Capital first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's AvalonBay Communities position peaked at $82.5K in Q3 2024.
129 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.