Dean Investment Associates’s AvalonBay Communities AVB Stock Holding History

Dean Investment Associates’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	$3.59M	Buy	21,952 +586	+3%	+$102K	0.5%	105
2025 Q4	$3.87M	Buy	21,366 +396	+2%	+$71.9K	0.55%	79
2025 Q3	$4.05M	Buy	20,970 +4,306	+26%	+$839K	0.57%	73
2025 Q2	$3.39M	Buy	16,664 +2,279	+16%	+$466K	0.5%	90
2025 Q1	$3.09M	Buy	14,385 +736	+5%	+$160K	0.46%	98
2024 Q4	$3M	Buy	13,649 +592	+5%	+$134K	0.43%	105
2024 Q3	$2.94M	Sell	13,057 -342	-3%	-$73.9K	0.4%	122
2024 Q2	$2.77M	Buy	13,399 +2,355	+21%	+$455K	0.39%	115
2024 Q1	$2.05M	Buy	11,044 +46	+0.4%	+$8.27K	0.28%	147
2023 Q4	$2.06M	Buy	10,998 +611	+6%	+$107K	0.29%	141
2023 Q3	$1.78M	Buy	10,387 +2,359	+29%	+$436K	0.29%	138
2023 Q2	$1.52M	Sell	8,028 -216	-3%	-$38.6K	0.25%	145
2023 Q1	$1.39M	Buy	+8,244	New	+$1.41M	0.22%	156

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dean Investment Associates's AVB Position: Q1 2026 in Review

Dean Investment Associates increased its AvalonBay Communities (AVB) stake by 2.7% in Q1 2026, buying an estimated $102K and bringing the position to 21,952 shares worth $3.59M. The position accounts for 0.5% of the portfolio, ranked #105.

Dean Investment Associates first reported a position in AVB in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.05M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Dean Investment Associates held 21,952 shares of AvalonBay Communities worth $3.59M as of Q1 2026.
Dean Investment Associates bought 586 AvalonBay Communities shares in Q1 2026, an estimated $102K.
AvalonBay Communities made up 0.5% of Dean Investment Associates's portfolio in Q1 2026, its #105 holding.
Dean Investment Associates first reported a position in AvalonBay Communities in Q1 2023 and has held it in 13 quarters since.
Dean Investment Associates's AvalonBay Communities position peaked at $4.05M in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.