FAM
AVB icon

Fulcrum Asset Management’s AvalonBay Communities AVB Stock Holding History

Fulcrum Asset 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 		$30.5K Hold
189
– – ﹤0.01% 201
2025
Q4 		$35K Hold
189
– – 0.01% 165
2025
Q3 		$36.5K Hold
189
– – 0.01% 160
2025
Q2 		$38.5K Buy
+189
New +$38.6K 0.01% 169

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fulcrum Asset Management's AVB Position: Q1 2026 in Review

Fulcrum Asset Management held its AvalonBay Communities (AVB) position steady in Q1 2026 at 189 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Fulcrum Asset Management first reported a position in AVB in Q2 2025 and has held it in 4 quarters since. The position peaked at $38.5K in Q2 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Fulcrum Asset Management held 189 shares of AvalonBay Communities worth $30.5K as of Q1 2026.
  • Fulcrum Asset Management left its AvalonBay Communities share count unchanged in Q1 2026.
  • AvalonBay Communities made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #201 holding.
  • Fulcrum Asset Management first reported a position in AvalonBay Communities in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's AvalonBay Communities position peaked at $38.5K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.