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CBIZ Investment Advisory Services’s AvalonBay Communities AVB Stock Holding History

CBIZ Investment Advisory Services’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
-19
Closed -$3.48K – 441
2025
Q4 		$3.48K Buy
+19
New +$3.45K ﹤0.01% 570
2025
Q3 		– Sell
-4
Closed -$821 – 679
2025
Q2 		$821 Sell
4
-23
-85% -$4.7K ﹤0.01% 610
2025
Q1 		$5.84K Buy
+27
New +$5.86K ﹤0.01% 382

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

CBIZ Investment Advisory Services's AVB Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 19 shares — an estimated $3.48K sold.

CBIZ Investment Advisory Services first reported a position in AVB in Q1 2025 and held it in 3 quarters. The position peaked at $5.84K in Q1 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 19 AvalonBay Communities shares in Q1 2026, an estimated $3.48K.
  • CBIZ Investment Advisory Services first reported a position in AvalonBay Communities in Q1 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's AvalonBay Communities position peaked at $5.84K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.