Ferguson Wellman Capital Management’s AvalonBay Communities AVB Stock Holding History

Ferguson Wellman 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	$40.9M	Sell	250,554 -3,802	-1%	-$664K	0.56%	42
2025 Q4	$46.1M	Sell	254,356 -2,679	-1%	-$486K	0.74%	35
2025 Q3	$49.7M	Buy	257,035 +884	+0.3%	+$172K	0.81%	38
2025 Q2	$52.1M	Buy	256,151 +4,558	+2%	+$932K	0.92%	34
2025 Q1	$54M	Buy	251,593 +5,275	+2%	+$1.15M	1.05%	30
2024 Q4	$54.2M	Sell	246,318 -5,013	-2%	-$1.13M	1.03%	28
2024 Q3	$56.6M	Sell	251,331 -650	-0.3%	-$140K	1.1%	26
2024 Q2	$52.1M	Buy	251,981 +1,430	+0.6%	+$276K	1.06%	30
2024 Q1	$46.5M	Buy	250,551 +1,852	+0.7%	+$333K	0.95%	34
2023 Q4	$46.6M	Buy	248,699 +5,061	+2%	+$883K	1.04%	31
2023 Q3	$41.8M	Buy	243,638 +1,316	+0.5%	+$243K	1.02%	32
2023 Q2	$45.9M	Buy	242,322 +4,274	+2%	+$763K	1.08%	28
2023 Q1	$40M	Buy	238,048 +122,270	+106%	+$20.9M	1%	33
2022 Q4	$18.7M	Sell	115,778 -16,044	-12%	-$2.73M	0.49%	63
2022 Q3	$24.3M	Buy	+131,822	New	+$26.6M	0.95%	38

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

Ferguson Wellman Capital Management's AVB Position: Q1 2026 in Review

Ferguson Wellman Capital Management reduced its AvalonBay Communities (AVB) stake by 1.5% in Q1 2026, selling an estimated $664K and leaving 250,554 shares worth $40.9M. The position accounts for 0.56% of the portfolio, ranked #42.

Ferguson Wellman Capital Management first reported a position in AVB in Q3 2022 and has held it in 15 quarters since. The position peaked at $56.6M in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Ferguson Wellman Capital Management held 250,554 shares of AvalonBay Communities worth $40.9M as of Q1 2026.
Ferguson Wellman Capital Management sold 3,802 AvalonBay Communities shares in Q1 2026, an estimated $664K.
AvalonBay Communities made up 0.56% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #42 holding.
Ferguson Wellman Capital Management first reported a position in AvalonBay Communities in Q3 2022 and has held it in 15 quarters since.
Ferguson Wellman Capital Management's AvalonBay Communities position peaked at $56.6M in Q3 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.