FIA
AVB

Foundations Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Foundations Investment Advisors’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
Q1 		– Sell
-1,062
Closed -$234K – 862
2024
Q4 		$234K Buy
1,062
+132
+14% +$29.8K ﹤0.01% 748
2024
Q3 		$210K Buy
+930
New +$201K ﹤0.01% 764

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Foundations Investment Advisors's AVB Position: Q1 2025 in Review

Foundations Investment Advisors sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 1,062 shares — an estimated $234K sold.

Foundations Investment Advisors first reported a position in AVB in Q3 2024 and held it in 2 quarters. The position peaked at $234K in Q4 2024. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Foundations Investment Advisors reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,062 AvalonBay Communities shares in Q1 2025, an estimated $234K.
  • Foundations Investment Advisors first reported a position in AvalonBay Communities in Q3 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's AvalonBay Communities position peaked at $234K in Q4 2024.
  • 778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.