CIA
AVB

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
Q2 		$41.7K Buy
+221
New +$39.9K 0.01% 545
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cape Investment Advisory's AVB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in AvalonBay Communities (AVB) in Q2 2026: 221 shares worth $41.7K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AVB as recently as Q4 2025.

Cape Investment Advisory first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Cape Investment Advisory held 221 shares of AvalonBay Communities worth $41.7K as of Q2 2026.
  • AvalonBay Communities was a new Cape Investment Advisory position in Q2 2026.
  • AvalonBay Communities made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #545 holding.
  • Cape Investment Advisory first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.