EP
AVB icon

Edgestream Partners’s AvalonBay Communities AVB Stock Holding History

Edgestream 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
Q1 		$10.7M Sell
65,594
-12,491
-16% -$2.18M 0.35% 35
2025
Q4 		$14.2M Buy
+78,085
New +$14.2M 0.4% 19
2025
Q3 		– Sell
-8,550
Closed -$1.74M – 868
2025
Q2 		$1.74M Sell
8,550
-17,674
-67% -$3.61M 0.05% 556
2025
Q1 		$5.63M Buy
26,224
+23,738
+955% +$5.15M 0.19% 196
2024
Q4 		$547K Sell
2,486
-17,532
-88% -$3.96M 0.02% 676
2024
Q3 		$4.51M Buy
20,018
+2,513
+14% +$543K 0.2% 157
2024
Q2 		$3.62M Buy
17,505
+6,869
+65% +$1.33M 0.17% 198
2024
Q1 		$1.97M Buy
10,636
+7,088
+200% +$1.27M 0.1% 341
2023
Q4 		$664K Buy
+3,548
New +$619K 0.05% 539
2023
Q1 		– Sell
-8,128
Closed -$1.31M – 547
2022
Q4 		$1.31M Buy
+8,128
New +$1.38M 0.15% 215
2020
Q4 		– Sell
-11,328
Closed -$1.69M – 357
2020
Q3 		$1.69M Sell
11,328
-13,791
-55% -$2.11M 0.11% 198
2020
Q2 		$3.88M Buy
+25,119
New +$3.97M 0.2% 142
2020
Q1 		– Sell
-4,252
Closed -$892K – 302
2019
Q4 		$892K Buy
+4,252
New +$911K 0.05% 241
2018
Q3 		– Sell
-5,229
Closed -$899K – 258
2018
Q2 		$899K Sell
5,229
-7,324
-58% -$1.21M 0.18% 152
2018
Q1 		$2.06M Buy
+12,553
New +$2.06M 0.41% 85
2017
Q4 		– Sell
-1,665
Closed -$297K – 83
2017
Q3 		$297K Sell
1,665
-52
-3% -$9.74K 0.16% 95
2017
Q2 		$330K Buy
1,717
+539
+46% +$103K 0.12% 108
2017
Q1 		$216K Buy
+1,178
New +$211K 0.1% 136

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

Edgestream Partners's AVB Position: Q1 2026 in Review

Edgestream Partners reduced its AvalonBay Communities (AVB) stake by 16% in Q1 2026, selling an estimated $2.18M and leaving 65,594 shares worth $10.7M. The position accounts for 0.35% of the portfolio, ranked #35.

Edgestream Partners first reported a position in AVB in Q1 2017 and has held it in 18 quarters since. The position peaked at $14.2M in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Edgestream Partners held 65,594 shares of AvalonBay Communities worth $10.7M as of Q1 2026.
  • Edgestream Partners sold 12,491 AvalonBay Communities shares in Q1 2026, an estimated $2.18M.
  • AvalonBay Communities made up 0.35% of Edgestream Partners's portfolio in Q1 2026, its #35 holding.
  • Edgestream Partners first reported a position in AvalonBay Communities in Q1 2017 and has held it in 18 quarters since.
  • Edgestream Partners's AvalonBay Communities position peaked at $14.2M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.