Institutional & Family Asset Management’s AvalonBay Communities AVB Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$11.2K	Hold	54	–	–	﹤0.01%	404
2024 Q1	$10K	Hold	54	–	–	﹤0.01%	410
2023 Q4	$10.1K	Hold	54	–	–	﹤0.01%	391
2023 Q3	$9.27K	Hold	54	–	–	﹤0.01%	386
2023 Q2	$10.2K	Buy	54 +6	+13%	+$1.07K	﹤0.01%	385
2023 Q1	$8.07K	Hold	48	–	–	﹤0.01%	406
2022 Q4	$7.75K	Sell	48 -15	-24%	-$2.55K	﹤0.01%	401
2022 Q3	$12K	Buy	63 +3	+5%	+$605	﹤0.01%	364
2022 Q2	$12K	Buy	60 +4	+7%	+$866	﹤0.01%	364
2022 Q1	$14K	Hold	56	–	–	﹤0.01%	397
2021 Q4	$14K	Sell	56 -3	-5%	-$715	﹤0.01%	402
2021 Q3	$13K	Hold	59	–	–	﹤0.01%	511
2021 Q2	$12K	Sell	59 -5	-8%	-$1K	﹤0.01%	556
2021 Q1	$12K	Hold	64	–	–	﹤0.01%	541
2020 Q4	$10K	Sell	64 -5	-7%	-$795	﹤0.01%	527
2020 Q3	$10K	Sell	69 -5	-7%	-$765	﹤0.01%	482
2020 Q2	$11K	Buy	74 +18	+32%	+$2.85K	﹤0.01%	469
2020 Q1	$8K	Buy	56 +3	+6%	+$604	﹤0.01%	476
2019 Q4	$11K	Sell	53 -4	-7%	-$857	﹤0.01%	491
2019 Q3	$12K	Hold	57	–	–	﹤0.01%	451
2019 Q2	$12K	Hold	57	–	–	﹤0.01%	475
2019 Q1	$11K	Buy	57 +7	+14%	+$1.34K	﹤0.01%	487
2018 Q4	$9K	Hold	50	–	–	﹤0.01%	485
2018 Q3	$9K	Hold	50	–	–	﹤0.01%	535
2018 Q2	$9K	Hold	50	–	–	﹤0.01%	540
2018 Q1	$8K	Buy	+50	New	+$8.2K	﹤0.01%	535

Other funds holding AVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Institutional & Family Asset Management's AVB Position: Q2 2024 in Review

Institutional & Family Asset Management held its AvalonBay Communities (AVB) position steady in Q2 2024 at 54 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Institutional & Family Asset Management first reported a position in AVB in Q1 2018 and has held it in 26 quarters since. The position peaked at $14K in Q1 2022. 712 funds tracked by Wall St. Rank hold AVB as of Q2 2024.

Institutional & Family Asset Management held 54 shares of AvalonBay Communities worth $11.2K as of Q2 2024.
Institutional & Family Asset Management left its AvalonBay Communities share count unchanged in Q2 2024.
AvalonBay Communities made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #404 holding.
Institutional & Family Asset Management first reported a position in AvalonBay Communities in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's AvalonBay Communities position peaked at $14K in Q1 2022.
712 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.