HAG
AVB

HighPoint Advisor Group’s AvalonBay Communities AVB Stock Holding History

HighPoint Advisor Group’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 		– Sell
-2,274
Closed -$412K – 680
2025
Q4 		$412K Sell
2,274
-873
-28% -$158K 0.01% 728
2025
Q3 		$608K Buy
3,147
+257
+9% +$50K 0.03% 348
2025
Q2 		$588K Buy
2,890
+507
+21% +$104K 0.03% 341
2025
Q1 		$494K Buy
2,383
+403
+20% +$87.5K 0.03% 362
2024
Q4 		$434K Buy
1,980
+84
+4% +$19K 0.02% 409
2024
Q3 		$410K Buy
1,896
+7
+0.4% +$1.51K 0.02% 400
2024
Q2 		$389K Sell
1,889
-2
-0.1% -$387 0.02% 409
2024
Q1 		$372K Buy
1,891
+196
+12% +$35.2K 0.03% 415
2023
Q4 		$308K Buy
+1,695
New +$296K 0.02% 464
2022
Q2 		$200K Buy
+1,033
New +$224K 0.02% 499

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HighPoint Advisor Group's AVB Position: Q1 2026 in Review

HighPoint Advisor Group sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 2,274 shares — an estimated $412K sold.

HighPoint Advisor Group first reported a position in AVB in Q2 2022 and held it in 10 quarters. The position peaked at $608K in Q3 2025. 745 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • HighPoint Advisor Group reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 2,274 AvalonBay Communities shares in Q1 2026, an estimated $412K.
  • HighPoint Advisor Group first reported a position in AvalonBay Communities in Q2 2022 and held it in 10 quarters.
  • HighPoint Advisor Group's AvalonBay Communities position peaked at $608K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.