CIA
AVB icon

Cape Investment Advisory’s AvalonBay Communities AVB Stock Holding History

Cape Investment Advisory’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 		– Sell
-79
Closed -$14.3K – 292
2025
Q4 		$14.3K Buy
79
+49
+163% +$8.89K ﹤0.01% 676
2025
Q3 		$5.79K Buy
30
+24
+400% +$4.67K 0.01% 491
2025
Q2 		$1.22K Hold
6
– – ﹤0.01% 1011
2025
Q1 		$1.29K Hold
6
– – ﹤0.01% 939
2024
Q4 		$1.32K Buy
+6
New +$1.35K ﹤0.01% 930

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

Cape Investment Advisory's AVB Position: Q1 2026 in Review

Cape Investment Advisory sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 79 shares — an estimated $14.3K sold.

Cape Investment Advisory first reported a position in AVB in Q4 2024 and held it in 5 quarters. The position peaked at $14.3K in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Cape Investment Advisory reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 79 AvalonBay Communities shares in Q1 2026, an estimated $14.3K.
  • Cape Investment Advisory first reported a position in AvalonBay Communities in Q4 2024 and held it in 5 quarters.
  • Cape Investment Advisory's AvalonBay Communities position peaked at $14.3K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.