Everence Capital Management’s AvalonBay Communities AVB Stock Holding History

Everence Capital Management’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
2025 Q4	–	Sell	-2,190	Closed	-$423K	–	784
2025 Q3	$423K	Hold	2,190	–	–	0.03%	454
2025 Q2	$446K	Sell	2,190 -530	-19%	-$108K	0.03%	416
2025 Q1	$584K	Hold	2,720	–	–	0.04%	325
2024 Q4	$598K	Sell	2,720 -1,030	-27%	-$233K	0.04%	315
2024 Q3	$845K	Hold	3,750	–	–	0.05%	272
2024 Q2	$711	Hold	3,750	–	–	0.05%	291
2024 Q1	$696	Hold	3,750	–	–	0.05%	309
2023 Q4	$702K	Hold	3,750	–	–	0.05%	300
2023 Q3	$644	Sell	3,750 -2,150	-36%	-$397K	0.05%	313
2023 Q2	$1.03M	Hold	5,900	–	–	0.08%	204
2023 Q1	$992	Sell	5,900 -3,650	-38%	-$623K	0.08%	218
2022 Q4	$1.54K	Hold	9,550	–	–	0.13%	143
2022 Q3	$1.76M	Buy	9,550 +3,650	+62%	+$737K	0.16%	120
2022 Q2	$1.15M	Hold	5,900	–	–	0.1%	168
2022 Q1	$1.47M	Hold	5,900	–	–	0.11%	151
2021 Q4	$1.49M	Hold	5,900	–	–	0.11%	159
2021 Q3	$1.31M	Hold	5,900	–	–	0.11%	162
2021 Q2	$1.23M	Hold	5,900	–	–	0.1%	175
2021 Q1	$1.09M	Hold	5,900	–	–	0.1%	172
2020 Q4	$947K	Buy	5,900 +2,770	+88%	+$440K	0.09%	178
2020 Q3	$467K	Hold	3,130	–	–	0.05%	314
2020 Q2	$488K	Hold	3,130	–	–	0.06%	305
2020 Q1	$461K	Hold	3,130	–	–	0.06%	260
2019 Q4	$656K	Buy	3,130 +814	+35%	+$174K	0.1%	214
2019 Q3	$499K	Hold	2,316	–	–	0.08%	264
2019 Q2	$471K	Hold	2,316	–	–	0.08%	279
2019 Q1	$465K	Hold	2,316	–	–	0.08%	268
2018 Q4	$403K	Hold	2,316	–	–	0.09%	234
2018 Q3	$420K	Hold	2,316	–	–	0.08%	251
2018 Q2	$398K	Hold	2,316	–	–	0.08%	260
2018 Q1	$381K	Hold	2,316	–	–	0.08%	262
2017 Q4	$413K	Hold	2,316	–	–	0.09%	247
2017 Q3	$413K	Hold	2,316	–	–	0.09%	248
2017 Q2	$445K	Hold	2,316	–	–	0.11%	231
2017 Q1	$425K	Hold	2,316	–	–	0.11%	226
2016 Q4	$410K	Sell	2,316 -1,194	-34%	-$201K	0.12%	218
2016 Q3	$624K	Hold	3,510	–	–	0.19%	153
2016 Q2	$633K	Hold	3,510	–	–	0.19%	146
2016 Q1	$668K	Hold	3,510	–	–	0.21%	139
2015 Q4	$646K	Hold	3,510	–	–	0.21%	145
2015 Q3	$614K	Hold	3,510	–	–	0.21%	142
2015 Q2	$561K	Hold	3,510	–	–	0.18%	168
2015 Q1	$591K	Hold	3,510	–	–	0.2%	155
2014 Q4	$573K	Buy	+3,510	New	+$550K	0.2%	155

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Everence Capital Management's AVB Position: Q4 2025 in Review

Everence Capital Management sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 2,190 shares — an estimated $423K sold.

Everence Capital Management first reported a position in AVB in Q4 2014 and held it in 44 quarters. The position peaked at $1.76M in Q3 2022. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

Everence Capital Management reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
Everence Capital Management sold 2,190 AvalonBay Communities shares in Q4 2025, an estimated $423K.
Everence Capital Management first reported a position in AvalonBay Communities in Q4 2014 and held it in 44 quarters.
Everence Capital Management's AvalonBay Communities position peaked at $1.76M in Q3 2022.
749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Everence Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.