CCA
AVB

Carrera Capital Advisors’s AvalonBay Communities AVB Stock Holding History

Carrera Capital 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
Q2 		– Sell
-1,037
Closed -$224K – 146
2025
Q1 		$224K Sell
1,037
-11,194
-92% -$2.43M 0.05% 141
2024
Q4 		$2.71M Buy
12,231
+3,075
+34% +$694K 0.63% 33
2024
Q3 		$2.08M Buy
+9,156
New +$1.98M 0.51% 41

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carrera Capital Advisors's AVB Position: Q2 2025 in Review

Carrera Capital Advisors sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 1,037 shares — an estimated $224K sold.

Carrera Capital Advisors first reported a position in AVB in Q3 2024 and held it in 3 quarters. The position peaked at $2.71M in Q4 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Carrera Capital Advisors reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • Carrera Capital Advisors sold 1,037 AvalonBay Communities shares in Q2 2025, an estimated $224K.
  • Carrera Capital Advisors first reported a position in AvalonBay Communities in Q3 2024 and held it in 3 quarters.
  • Carrera Capital Advisors's AvalonBay Communities position peaked at $2.71M in Q4 2024.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Carrera Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.