IAS
AVB icon

Insigneo Advisory Services’s AvalonBay Communities AVB Stock Holding History

Insigneo Advisory Services’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
Q4 		– Sell
-1,163
Closed -$225K – 769
2025
Q3 		$225K Buy
+1,163
New +$226K 0.02% 602

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 $204B AUM 27.99% 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

Insigneo Advisory Services's AVB Position: Q4 2025 in Review

Insigneo Advisory Services sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 1,163 shares — an estimated $225K sold.

Insigneo Advisory Services first reported a position in AVB in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Insigneo Advisory Services reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,163 AvalonBay Communities shares in Q4 2025, an estimated $225K.
  • Insigneo Advisory Services first reported a position in AvalonBay Communities in Q3 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's AvalonBay Communities position peaked at $225K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.