FIM
AVB

Freedom Investment Management’s AvalonBay Communities AVB Stock Holding History

Freedom Investment 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
2025
Q2 		– Sell
-965
Closed -$207K – 739
2025
Q1 		$207K Buy
+965
New +$209K 0.02% 702
2018
Q2 		– Sell
-1,934
Closed -$318K – 963
2018
Q1 		$318K Buy
1,934
+310
+19% +$50.8K 0.02% 863
2017
Q4 		$290K Buy
1,624
+366
+29% +$66.4K 0.01% 903
2017
Q3 		$225K Buy
1,258
+212
+20% +$39.7K 0.01% 968
2017
Q2 		$201K Buy
+1,046
New +$200K 0.01% 981

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

Freedom Investment Management's AVB Position: Q2 2025 in Review

Freedom Investment Management sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 965 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in AVB in Q2 2017 and held it in 5 quarters. The position peaked at $318K in Q1 2018. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Freedom Investment Management reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 965 AvalonBay Communities shares in Q2 2025, an estimated $207K.
  • Freedom Investment Management first reported a position in AvalonBay Communities in Q2 2017 and held it in 5 quarters.
  • Freedom Investment Management's AvalonBay Communities position peaked at $318K in Q1 2018.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.