BWAM
AVB

Boyd Watterson Asset Management’s AvalonBay Communities AVB Stock Holding History

Boyd Watterson Asset Management’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
2025
Q1 		– Sell
-1,191
Closed -$262K – 430
2024
Q4 		$262K Sell
1,191
-4
-0.3% -$903 0.07% 119
2024
Q3 		$269K Buy
1,195
+8
+0.7% +$1.73K 0.07% 114
2024
Q2 		$246K Hold
1,187
– – 0.07% 115
2024
Q1 		$220K Hold
1,187
– – 0.08% 119
2023
Q4 		$222K Sell
1,187
-18
-1% -$3.14K 0.09% 121
2023
Q3 		$207K Sell
1,205
-2
-0.2% -$370 0.09% 118
2023
Q2 		$228K Buy
1,207
+5
+0.4% +$893 0.09% 116
2023
Q1 		$202K Buy
1,202
+226
+23% +$38.6K 0.08% 129
2022
Q4 		$158K Sell
976
-246
-20% -$41.9K 0.07% 138
2022
Q3 		$225K Sell
1,222
-21
-2% -$4.24K 0.1% 120
2022
Q2 		$241K Sell
1,243
-16
-1% -$3.46K 0.1% 124
2022
Q1 		$313K Buy
1,259
+8
+0.6% +$1.95K 0.11% 122
2021
Q4 		$316K Sell
1,251
-4
-0.3% -$954 0.11% 124
2021
Q3 		$278K Sell
1,255
-1,500
-54% -$337K 0.1% 126
2021
Q2 		$575K Buy
2,755
+27
+1% +$5.4K 0.23% 100
2021
Q1 		$503K Sell
2,728
-43
-2% -$7.52K 0.22% 102
2020
Q4 		$445K Sell
2,771
-45
-2% -$7.16K 0.21% 104
2020
Q3 		$421K Buy
2,816
+1,344
+91% +$206K 0.23% 96
2020
Q2 		$228K Hold
1,472
– – 0.15% 102
2020
Q1 		$217K Buy
+1,472
New +$297K 0.18% 92

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boyd Watterson Asset Management's AVB Position: Q1 2025 in Review

Boyd Watterson Asset Management sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 1,191 shares — an estimated $262K sold.

Boyd Watterson Asset Management first reported a position in AVB in Q1 2020 and held it in 20 quarters. The position peaked at $575K in Q2 2021. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Boyd Watterson Asset Management reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 1,191 AvalonBay Communities shares in Q1 2025, an estimated $262K.
  • Boyd Watterson Asset Management first reported a position in AvalonBay Communities in Q1 2020 and held it in 20 quarters.
  • Boyd Watterson Asset Management's AvalonBay Communities position peaked at $575K in Q2 2021.
  • 778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2025, filed 6 May 2025.