FWCM
AVB

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
Q2 		$46.7M Sell
247,561
-2,993
-1% -$541K 0.57% 46
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ferguson Wellman Capital Management's AVB Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its AvalonBay Communities (AVB) stake by 1.2% in Q2 2026, selling an estimated $541K and leaving 247,561 shares worth $46.7M. The position accounts for 0.57% of the portfolio, ranked #46.

Ferguson Wellman Capital Management first reported a position in AVB in Q3 2022 and has held it in 16 quarters since. The position peaked at $56.6M in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Ferguson Wellman Capital Management held 247,561 shares of AvalonBay Communities worth $46.7M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 2,993 AvalonBay Communities shares in Q2 2026, an estimated $541K.
  • AvalonBay Communities made up 0.57% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #46 holding.
  • Ferguson Wellman Capital Management first reported a position in AvalonBay Communities in Q3 2022 and has held it in 16 quarters since.
  • Ferguson Wellman Capital Management's AvalonBay Communities position peaked at $56.6M in Q3 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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