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Bristlecone Advisors’s AvalonBay Communities AVB Stock Holding History

Bristlecone 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
2025
Q2 		– Sell
-1,531
Closed -$329K – 297
2025
Q1 		$329K Hold
1,531
– – 0.03% 230
2024
Q4 		$337K Hold
1,531
– – 0.03% 229
2024
Q3 		$345K Sell
1,531
-677
-31% -$146K 0.03% 224
2024
Q2 		$457K Sell
2,208
-104
-4% -$20.1K 0.04% 192
2024
Q1 		$429K Sell
2,312
-464
-17% -$83.4K 0.04% 196
2023
Q4 		$520K Sell
2,776
-243
-8% -$42.4K 0.05% 178
2023
Q3 		$518K Sell
3,019
-3,790
-56% -$701K 0.06% 168
2023
Q2 		$1.29M Sell
6,809
-149
-2% -$26.6K 0.13% 117
2023
Q1 		$1.17M Buy
6,958
+1,292
+23% +$220K 0.13% 122
2022
Q4 		$915K Buy
5,666
+4,260
+303% +$725K 0.11% 132
2022
Q3 		$259K Buy
1,406
+17
+1% +$3.43K 0.03% 213
2022
Q2 		$270K Hold
1,389
– – 0.03% 207
2022
Q1 		$345K Hold
1,389
– – 0.04% 185
2021
Q4 		$351K Hold
1,389
– – 0.04% 181
2021
Q3 		$308K Sell
1,389
-862
-38% -$194K 0.04% 178
2021
Q2 		$470K Hold
2,251
– – 0.06% 151
2021
Q1 		$415K Buy
2,251
+557
+33% +$97.4K 0.06% 154
2020
Q4 		$272K Buy
+1,694
New +$269K 0.04% 178

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bristlecone Advisors's AVB Position: Q2 2025 in Review

Bristlecone Advisors sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 1,531 shares — an estimated $329K sold.

Bristlecone Advisors first reported a position in AVB in Q4 2020 and held it in 18 quarters. The position peaked at $1.29M in Q2 2023. 763 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Bristlecone Advisors reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 1,531 AvalonBay Communities shares in Q2 2025, an estimated $329K.
  • Bristlecone Advisors first reported a position in AvalonBay Communities in Q4 2020 and held it in 18 quarters.
  • Bristlecone Advisors's AvalonBay Communities position peaked at $1.29M in Q2 2023.
  • 763 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.