Corient Private Wealth
AVB icon

Corient Private Wealth’s AvalonBay Communities AVB Stock Holding History

Corient Private Wealth’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 		$7.51M Sell
46,308
-673,687
-94% -$118M 0.01% 719
2025
Q4 		$16.3M Buy
719,995
+667,295
+1,266% +$121M 0.01% 615
2025
Q3 		$10.2M Buy
52,700
+6,129
+13% +$1.19M 0.02% 517
2025
Q2 		$9.48M Buy
46,571
+249
+0.5% +$50.9K 0.01% 538
2025
Q1 		$9.94M Sell
46,322
-2,306
-5% -$501K 0.02% 521
2024
Q4 		$10.7M Sell
48,628
-99
-0.2% -$22.4K 0.02% 502
2024
Q3 		$11M Sell
48,727
-434
-0.9% -$93.7K 0.02% 533
2024
Q2 		$10.2M Sell
49,161
-434
-0.9% -$83.9K 0.02% 524
2024
Q1 		$9.2M Sell
49,595
-2,283
-4% -$411K 0.02% 545
2023
Q4 		$9.71M Sell
51,878
-649
-1% -$113K 0.02% 530
2023
Q3 		$9.02M Buy
52,527
+653
+1% +$121K 0.02% 504
2023
Q2 		$9.82M Sell
51,874
-358
-0.7% -$63.9K 0.02% 478
2023
Q1 		$8.78M Buy
52,232
+47,173
+932% +$8.05M 0.02% 453
2022
Q4 		$787K Buy
+5,059
New +$861K ﹤0.01% 983

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

Corient Private Wealth's AVB Position: Q1 2026 in Review

Corient Private Wealth reduced its AvalonBay Communities (AVB) stake by 94% in Q1 2026, selling an estimated $118M and leaving 46,308 shares worth $7.51M. The position accounts for 0.01% of the portfolio, ranked #719.

Corient Private Wealth first reported a position in AVB in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.3M in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Corient Private Wealth held 46,308 shares of AvalonBay Communities worth $7.51M as of Q1 2026.
  • Corient Private Wealth sold 673,687 AvalonBay Communities shares in Q1 2026, an estimated $118M.
  • AvalonBay Communities made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #719 holding.
  • Corient Private Wealth first reported a position in AvalonBay Communities in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's AvalonBay Communities position peaked at $16.3M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.