Bell Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Bell Investment Advisors’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	$4.08K	Sell	25 -6	-19%	-$1.05K	﹤0.01%	1051
2025 Q4	$5.62K	Sell	31 -44	-59%	-$7.98K	﹤0.01%	926
2025 Q3	$14.5K	Buy	75 +6	+9%	+$1.17K	﹤0.01%	506
2025 Q2	$14K	Hold	69	–	–	﹤0.01%	548
2025 Q1	$14.8K	Hold	69	–	–	﹤0.01%	473
2024 Q4	$15.2K	Hold	69	–	–	﹤0.01%	458
2024 Q3	$15.5K	Sell	69 -3	-4%	-$648	﹤0.01%	455
2024 Q2	$14.9K	Hold	72	–	–	﹤0.01%	466
2024 Q1	$13.4K	Hold	72	–	–	﹤0.01%	483
2023 Q4	$13.5K	Sell	72 -6	-8%	-$1.05K	﹤0.01%	456
2023 Q3	$13.4K	Sell	78 -12	-13%	-$2.22K	﹤0.01%	404
2023 Q2	$17K	Buy	90 +2	+2%	+$357	﹤0.01%	346
2023 Q1	$14.8K	Buy	88 +19	+28%	+$3.24K	﹤0.01%	377
2022 Q4	$11.1K	Sell	69 -2	-3%	-$340	﹤0.01%	457
2022 Q3	$13K	Sell	71 -5	-7%	-$1.01K	﹤0.01%	343
2022 Q2	$15K	Buy	+76	New	+$16.5K	﹤0.01%	322
2021 Q4	$18K	Hold	70	–	–	﹤0.01%	331
2021 Q3	$16K	Buy	+70	New	+$15.7K	﹤0.01%	328

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Investment Advisors's AVB Position: Q1 2026 in Review

Bell Investment Advisors reduced its AvalonBay Communities (AVB) stake by 19% in Q1 2026, selling an estimated $1.05K and leaving 25 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Bell Investment Advisors first reported a position in AVB in Q3 2021 and has held it in 18 quarters since. The position peaked at $18K in Q4 2021. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Bell Investment Advisors held 25 shares of AvalonBay Communities worth $4.08K as of Q1 2026.
Bell Investment Advisors sold 6 AvalonBay Communities shares in Q1 2026, an estimated $1.05K.
AvalonBay Communities made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1051 holding.
Bell Investment Advisors first reported a position in AvalonBay Communities in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's AvalonBay Communities position peaked at $18K in Q4 2021.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.