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Independent Advisor Alliance’s AvalonBay Communities AVB Stock Holding History

Independent Advisor Alliance’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
-3,023
Closed -$615K – 950
2025
Q2 		$615K Buy
+3,023
New +$618K 0.02% 527
2022
Q4 		– Sell
-1,646
Closed -$303K – 440
2022
Q3 		$303K Sell
1,646
-89
-5% -$18K 0.02% 477
2022
Q2 		$337K Buy
1,735
+12
+0.7% +$2.6K 0.02% 461
2022
Q1 		$428K Buy
+1,723
New +$421K 0.02% 429

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's AVB Position: Q3 2025 in Review

Independent Advisor Alliance sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 3,023 shares — an estimated $615K sold.

Independent Advisor Alliance first reported a position in AVB in Q1 2022 and held it in 4 quarters. The position peaked at $615K in Q2 2025. 740 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Independent Advisor Alliance reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,023 AvalonBay Communities shares in Q3 2025, an estimated $615K.
  • Independent Advisor Alliance first reported a position in AvalonBay Communities in Q1 2022 and held it in 4 quarters.
  • Independent Advisor Alliance's AvalonBay Communities position peaked at $615K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.