Iconiq Capital’s AvalonBay Communities AVB Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-992	Closed	-$202K	–	120
2025 Q2	$202K	Buy	+992	New	+$203K	﹤0.01%	393

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iconiq Capital's AVB Position: Q3 2025 in Review

Iconiq Capital sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 992 shares — an estimated $202K sold.

Iconiq Capital first reported a position in AVB in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 740 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

Iconiq Capital reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 992 AvalonBay Communities shares in Q3 2025, an estimated $202K.
Iconiq Capital first reported a position in AvalonBay Communities in Q2 2025 and held it in 1 quarter.
Iconiq Capital's AvalonBay Communities position peaked at $202K in Q2 2025.
740 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.