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 Q2	$5.85K	Sell	31 -64	-67%	-$11.6K	﹤0.01%	550
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bruce G. Allen Investments's AVB Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its AvalonBay Communities (AVB) stake by 67% in Q2 2026, selling an estimated $11.6K and leaving 31 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bruce G. Allen Investments first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.3K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Bruce G. Allen Investments held 31 shares of AvalonBay Communities worth $5.85K as of Q2 2026.
Bruce G. Allen Investments sold 64 AvalonBay Communities shares in Q2 2026, an estimated $11.6K.
AvalonBay Communities made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #550 holding.
Bruce G. Allen Investments first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's AvalonBay Communities position peaked at $22.3K in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.