Capital Advisors Ltd’s AvalonBay Communities AVB Stock Holding History

Capital Advisors Ltd’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	$1K	Buy	4 +3	+300%	+$542	﹤0.01%	1173
2026 Q1	$0	Hold	1	–	–	﹤0.01%	1360
2025 Q4	$0	Sell	1 -3	-75%	-$544	﹤0.01%	1345
2025 Q3	$1K	Hold	4	–	–	﹤0.01%	1134
2025 Q2	$1K	Sell	4 -1	-20%	-$204	﹤0.01%	1135
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	1122
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	1142
2024 Q3	$1K	Hold	5	–	–	﹤0.01%	1143
2024 Q2	$1K	Buy	5 +1	+25%	+$193	﹤0.01%	1121
2024 Q1	$1K	Buy	4 +3	+300%	+$540	﹤0.01%	1121
2023 Q4	$0	Sell	1 -35	-97%	-$6.11K	﹤0.01%	1281
2023 Q3	$6K	Sell	36 -5	-12%	-$924	﹤0.01%	758
2023 Q2	$8K	Buy	41 +2	+5%	+$357	﹤0.01%	723
2023 Q1	$7K	Buy	39 +33	+550%	+$5.63K	﹤0.01%	608
2022 Q4	$1K	Sell	6 -10	-63%	-$1.7K	﹤0.01%	945
2022 Q3	$3K	Buy	+16	New	+$3.23K	﹤0.01%	720
2022 Q2	–	Sell	-3	Closed	-$1K	–	1000
2022 Q1	$1K	Buy	3 +1	+50%	+$244	﹤0.01%	674
2021 Q4	$1K	Buy	+2	New	+$477	﹤0.01%	616
2017 Q3	–	Sell	-200	Closed	-$38K	–	396
2017 Q2	$38K	Hold	200	–	–	0.01%	231
2017 Q1	$37K	Hold	200	–	–	0.01%	216
2016 Q4	$35K	Hold	200	–	–	0.01%	211
2016 Q3	$36K	Hold	200	–	–	0.02%	211
2016 Q2	$36K	Buy	+200	New	+$36K	0.02%	210

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

Capital Advisors Ltd's AVB Position: Q2 2026 in Review

Capital Advisors Ltd increased its AvalonBay Communities (AVB) stake by 300% in Q2 2026, buying an estimated $542 and bringing the position to 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Capital Advisors Ltd first reported a position in AVB in Q2 2016 and has held it in 23 quarters since. The position peaked at $38K in Q2 2017. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Capital Advisors Ltd held 4 shares of AvalonBay Communities worth $1K as of Q2 2026.
Capital Advisors Ltd bought 3 AvalonBay Communities shares in Q2 2026, an estimated $542.
AvalonBay Communities made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1173 holding.
Capital Advisors Ltd first reported a position in AvalonBay Communities in Q2 2016 and has held it in 23 quarters since.
Capital Advisors Ltd's AvalonBay Communities position peaked at $38K in Q2 2017.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.