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Benjamin Edwards Inc’s AvalonBay Communities AVB Stock Holding History

Benjamin Edwards Inc’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 		$483K Sell
2,954
-2,529
-46% -$442K ﹤0.01% 1010
2025
Q4 		$995K Sell
5,483
-2,497
-31% -$453K 0.01% 715
2025
Q3 		$1.54M Buy
7,980
+854
+12% +$166K 0.02% 563
2025
Q2 		$1.45M Buy
7,126
+709
+11% +$145K 0.02% 521
2025
Q1 		$1.38M Buy
6,417
+64
+1% +$13.9K 0.02% 501
2024
Q4 		$1.4M Buy
6,353
+143
+2% +$32.3K 0.02% 515
2024
Q3 		$1.4M Buy
6,210
+4,163
+203% +$899K 0.02% 507
2024
Q2 		$424K Buy
2,047
+478
+30% +$92.4K 0.08% 240
2024
Q1 		$291K Sell
1,569
-22
-1% -$3.96K 0.06% 285
2023
Q4 		$298K Buy
1,591
+1,365
+604% +$238K 0.07% 258
2023
Q3 		$39K Buy
+226
New +$41.8K 0.01% 475
2022
Q4 		– Sell
-142
Closed -$26K – 726
2022
Q3 		$26K Sell
142
-1,759
-93% -$355K 0.01% 483
2022
Q2 		$369K Sell
1,901
-489
-20% -$106K 0.11% 191
2022
Q1 		$594K Sell
2,390
-52
-2% -$12.7K 0.17% 150
2021
Q4 		$617K Buy
2,442
+53
+2% +$12.6K 0.2% 128
2021
Q3 		$529K Buy
+2,389
New +$536K 0.32% 104

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

Benjamin Edwards Inc's AVB Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its AvalonBay Communities (AVB) stake by 46% in Q1 2026, selling an estimated $442K and leaving 2,954 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Benjamin Edwards Inc first reported a position in AVB in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.54M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Benjamin Edwards Inc held 2,954 shares of AvalonBay Communities worth $483K as of Q1 2026.
  • Benjamin Edwards Inc sold 2,529 AvalonBay Communities shares in Q1 2026, an estimated $442K.
  • AvalonBay Communities made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1010 holding.
  • Benjamin Edwards Inc first reported a position in AvalonBay Communities in Q3 2021 and has held it in 16 quarters since.
  • Benjamin Edwards Inc's AvalonBay Communities position peaked at $1.54M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.