CLIP
AVB

Colter Lewis Investment Partners’s AvalonBay Communities AVB Stock Holding History

Colter Lewis Investment Partners’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 		$274K Hold
1,438
– – 0.12% 97
2026
Q1 		$237K Hold
1,438
– – 0.22% 100
2025
Q4 		$263K Buy
+1,438
New +$261K 0.3% 75

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

Colter Lewis Investment Partners's AVB Position: Q2 2026 in Review

Colter Lewis Investment Partners held its AvalonBay Communities (AVB) position steady in Q2 2026 at 1,438 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #97.

Colter Lewis Investment Partners first reported a position in AVB in Q4 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Colter Lewis Investment Partners held 1,438 shares of AvalonBay Communities worth $274K as of Q2 2026.
  • Colter Lewis Investment Partners left its AvalonBay Communities share count unchanged in Q2 2026.
  • AvalonBay Communities made up 0.12% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #97 holding.
  • Colter Lewis Investment Partners first reported a position in AvalonBay Communities in Q4 2025 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.