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 Q2	$692K	Buy	3,641 +1,735	+91%	+$314K	0.01%	714
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evergreen Capital Management's AVB Position: Q2 2026 in Review

Evergreen Capital Management increased its AvalonBay Communities (AVB) stake by 91% in Q2 2026, buying an estimated $314K and bringing the position to 3,641 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #714.

Evergreen Capital Management first reported a position in AVB in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.64M in Q4 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Evergreen Capital Management held 3,641 shares of AvalonBay Communities worth $692K as of Q2 2026.
Evergreen Capital Management bought 1,735 AvalonBay Communities shares in Q2 2026, an estimated $314K.
AvalonBay Communities made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #714 holding.
Evergreen Capital Management first reported a position in AvalonBay Communities in Q1 2023 and has held it in 14 quarters since.
Evergreen Capital Management's AvalonBay Communities position peaked at $4.64M in Q4 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.