Evergreen Capital Management’s AvalonBay Communities AVB Stock Holding History

Evergreen 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
2026 Q1	$313K	Sell	1,906 -23,469	-92%	-$4.1M	0.01%	1090
2025 Q4	$4.64M	Buy	25,375 +23,595	+1,326%	+$4.28M	0.1%	194
2025 Q3	$347K	Sell	1,780 -103	-5%	-$20.1K	0.01%	874
2025 Q2	$386K	Buy	1,883 +2	+0.1%	+$409	0.01%	674
2025 Q1	$407K	Buy	1,881 +186	+11%	+$40.4K	0.01%	591
2024 Q4	$376K	Buy	1,695 +8	+0.5%	+$1.81K	0.01%	624
2024 Q3	$383K	Buy	1,687 +68	+4%	+$14.7K	0.01%	613
2024 Q2	$338K	Buy	1,619 +217	+15%	+$42K	0.01%	617
2024 Q1	$263K	Buy	1,402 +7	+0.5%	+$1.26K	0.01%	688
2023 Q4	$263K	Sell	1,395 -216	-13%	-$37.7K	0.01%	650
2023 Q3	$279K	Buy	1,611 +10	+0.6%	+$1.85K	0.01%	585
2023 Q2	$305K	Buy	1,601 +42	+3%	+$7.5K	0.01%	543
2023 Q1	$264K	Buy	+1,559	New	+$266K	0.01%	549

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

Evergreen Capital Management's AVB Position: Q1 2026 in Review

Evergreen Capital Management reduced its AvalonBay Communities (AVB) stake by 92% in Q1 2026, selling an estimated $4.1M and leaving 1,906 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1090.

Evergreen Capital Management first reported a position in AVB in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.64M in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Evergreen Capital Management held 1,906 shares of AvalonBay Communities worth $313K as of Q1 2026.
Evergreen Capital Management sold 23,469 AvalonBay Communities shares in Q1 2026, an estimated $4.1M.
AvalonBay Communities made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1090 holding.
Evergreen Capital Management first reported a position in AvalonBay Communities in Q1 2023 and has held it in 13 quarters since.
Evergreen Capital Management's AvalonBay Communities position peaked at $4.64M in Q4 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.