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INVST’s AvalonBay Communities AVB Stock Holding History

INVST’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 		– Sell
-2,187
Closed -$397K – 342
2025
Q4 		$397K Sell
2,187
-1,104
-34% -$200K 0.04% 251
2025
Q3 		$636K Sell
3,291
-55
-2% -$10.7K 0.07% 223
2025
Q2 		$681K Sell
3,346
-34
-1% -$6.95K 0.08% 199
2025
Q1 		$725K Buy
+3,380
New +$734K 0.1% 169

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

INVST's AVB Position: Q1 2026 in Review

INVST sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 2,187 shares — an estimated $397K sold.

INVST first reported a position in AVB in Q1 2025 and held it in 4 quarters. The position peaked at $725K in Q1 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • INVST reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • INVST sold 2,187 AvalonBay Communities shares in Q1 2026, an estimated $397K.
  • INVST first reported a position in AvalonBay Communities in Q1 2025 and held it in 4 quarters.
  • INVST's AvalonBay Communities position peaked at $725K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

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