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InceptionR’s AvalonBay Communities AVB Stock Holding History

InceptionR’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 		$2.18M Buy
+13,375
New +$2.34M 0.53% 6
2024
Q4 		– Sell
-4,573
Closed -$1.03M – 618
2024
Q3 		$1.03M Buy
+4,573
New +$988K 0.25% 122
2023
Q2 		– Sell
-2,369
Closed -$398K – 416
2023
Q1 		$398K Buy
+2,369
New +$404K 0.13% 300

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

InceptionR's AVB Position: Q1 2026 in Review

InceptionR opened a new position in AvalonBay Communities (AVB) in Q1 2026: 13,375 shares worth $2.18M. The stake represents 0.53% of the portfolio and ranks #6 among its holdings. This is a return to the name: InceptionR previously reported a position in AVB as recently as Q3 2024.

InceptionR first reported a position in AVB in Q1 2023 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • InceptionR held 13,375 shares of AvalonBay Communities worth $2.18M as of Q1 2026.
  • AvalonBay Communities was a new InceptionR position in Q1 2026.
  • AvalonBay Communities made up 0.53% of InceptionR's portfolio in Q1 2026, its #6 holding.
  • InceptionR first reported a position in AvalonBay Communities in Q1 2023 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.