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Bruce G. Allen Investments’s AvalonBay Communities AVB Stock Holding History

Bruce G. Allen Investments’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 		$15.5K Sell
95
-3
-3% -$524 0.01% 434
2025
Q4 		$17.8K Hold
98
– – 0.01% 413
2025
Q3 		$18.9K Hold
98
– – 0.01% 408
2025
Q2 		$19.9K Sell
98
-1
-1% -$204 0.02% 392
2025
Q1 		$21.2K Hold
99
– – 0.02% 375
2024
Q4 		$21.8K Hold
99
– – 0.02% 370
2024
Q3 		$22.3K Buy
99
+1
+1% +$216 0.02% 372
2024
Q2 		$20.3K Hold
98
– – 0.02% 367
2024
Q1 		$18.2K Sell
98
-2
-2% -$360 0.02% 395
2023
Q4 		$18.7K Buy
+100
New +$17.4K 0.02% 380

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

Bruce G. Allen Investments's AVB Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its AvalonBay Communities (AVB) stake by 3.1% in Q1 2026, selling an estimated $524 and leaving 95 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #434.

Bruce G. Allen Investments first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.3K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Bruce G. Allen Investments held 95 shares of AvalonBay Communities worth $15.5K as of Q1 2026.
  • Bruce G. Allen Investments sold 3 AvalonBay Communities shares in Q1 2026, an estimated $524.
  • AvalonBay Communities made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #434 holding.
  • Bruce G. Allen Investments first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's AvalonBay Communities position peaked at $22.3K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.