J. Safra Sarasin Holding’s AvalonBay Communities AVB Stock Holding History

J. Safra Sarasin Holding’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	-3,749	Closed	-$611K	–	801
2026 Q1	$611K	Buy	+3,749	New	+$655K	0.01%	386
2025 Q3	–	Sell	-8,964	Closed	-$1.82M	–	481
2025 Q2	$1.82M	Buy	8,964 +4,645	+108%	+$950K	0.03%	243
2025 Q1	$927K	Sell	4,319 -383	-8%	-$83.1K	0.02%	349
2024 Q4	$1.03M	Sell	4,702 -505	-10%	-$114K	0.02%	322
2024 Q3	$1.17M	Sell	5,207 -162	-3%	-$35K	0.02%	301
2024 Q2	$1.11M	Buy	+5,369	New	+$1.04M	0.02%	315

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

J. Safra Sarasin Holding's AVB Position: Q2 2026 in Review

J. Safra Sarasin Holding sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 3,749 shares — an estimated $611K sold.

J. Safra Sarasin Holding first reported a position in AVB in Q2 2024 and held it in 6 quarters. The position peaked at $1.82M in Q2 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

J. Safra Sarasin Holding reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
J. Safra Sarasin Holding sold 3,749 AvalonBay Communities shares in Q2 2026, an estimated $611K.
J. Safra Sarasin Holding first reported a position in AvalonBay Communities in Q2 2024 and held it in 6 quarters.
J. Safra Sarasin Holding's AvalonBay Communities position peaked at $1.82M in Q2 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.