HHGA
AVB

Halbert Hargrove Global Advisors’s AvalonBay Communities AVB Stock Holding History

Halbert Hargrove Global 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
Q2 		– Sell
-1
Closed -$215 – 342
2025
Q1 		$215 Buy
+1
New +$217 ﹤0.01% 588
2014
Q3 		– Sell
-5,663
Closed -$537K – 146
2014
Q2 		$537K Buy
+5,663
New +$783K 0.16% 39

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

Halbert Hargrove Global Advisors's AVB Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 1 share — an estimated $215 sold.

Halbert Hargrove Global Advisors first reported a position in AVB in Q2 2014 and held it in 2 quarters. The position peaked at $537K in Q2 2014. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 AvalonBay Communities share in Q2 2025, an estimated $215.
  • Halbert Hargrove Global Advisors first reported a position in AvalonBay Communities in Q2 2014 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's AvalonBay Communities position peaked at $537K in Q2 2014.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.