Capstone Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Capstone Investment Advisors’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
2025 Q1	–	Sell	-3,380	Closed	-$743K	–	1370
2024 Q4	$743K	Buy	+3,380	New	+$763K	﹤0.01%	1168
2024 Q2	–	Sell	-2,188	Closed	-$423K	–	2081
2024 Q1	$406K	Buy	2,188 +2,043	+1,409%	+$367K	﹤0.01%	1670
2023 Q4	$27.1K	Sell	145 -1,840	-93%	-$321K	﹤0.01%	2035
2023 Q3	$341K	Buy	+1,985	New	+$367K	﹤0.01%	1528
2023 Q2	–	Sell	-1,523	Closed	-$272K	–	1835
2023 Q1	$256K	Buy	1,523 +502	+49%	+$85.6K	﹤0.01%	1213
2022 Q4	$165K	Buy	+1,021	New	+$174K	﹤0.01%	1336
2022 Q1	–	Sell	-199	Closed	-$48.6K	–	2055
2021 Q4	$50K	Buy	199 +170	+586%	+$40.5K	﹤0.01%	1680
2021 Q3	$6K	Buy	+29	New	+$6.51K	﹤0.01%	1971
2020 Q1	–	Sell	-544	Closed	-$114K	–	1136
2019 Q4	$114K	Buy	+544	New	+$117K	﹤0.01%	1298

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capstone Investment Advisors's AVB Position: Q1 2025 in Review

Capstone Investment Advisors sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 3,380 shares — an estimated $743K sold.

Capstone Investment Advisors first reported a position in AVB in Q4 2019 and held it in 9 quarters. The position peaked at $743K in Q4 2024. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

Capstone Investment Advisors reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
Capstone Investment Advisors sold 3,380 AvalonBay Communities shares in Q1 2025, an estimated $743K.
Capstone Investment Advisors first reported a position in AvalonBay Communities in Q4 2019 and held it in 9 quarters.
Capstone Investment Advisors's AvalonBay Communities position peaked at $743K in Q4 2024.
778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.