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 Q2	–	Sell	-13,375	Closed	-$2.18M	–	651
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

InceptionR's AVB Position: Q2 2026 in Review

InceptionR sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 13,375 shares — an estimated $2.18M sold.

InceptionR first reported a position in AVB in Q1 2023 and held it in 3 quarters. The position peaked at $2.18M in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

InceptionR reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
InceptionR sold 13,375 AvalonBay Communities shares in Q2 2026, an estimated $2.18M.
InceptionR first reported a position in AvalonBay Communities in Q1 2023 and held it in 3 quarters.
InceptionR's AvalonBay Communities position peaked at $2.18M in Q1 2026.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.