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JNBA Financial Advisors’s AvalonBay Communities AVB Stock Holding History

JNBA Financial Advisors’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
-31
Closed -$5.62K – 827
2025
Q4 		$5.62K Hold
31
– – ﹤0.01% 562
2025
Q3 		$5.99K Hold
31
– – ﹤0.01% 540
2025
Q2 		$6.31K Hold
31
– – ﹤0.01% 516
2025
Q1 		$6.65K Hold
31
– – ﹤0.01% 504
2024
Q4 		$6.82K Hold
31
– – ﹤0.01% 497
2024
Q3 		$6.98K Buy
+31
New +$6.7K ﹤0.01% 503
2016
Q4 		– Sell
-7
Closed -$1K – 547
2016
Q3 		$1K Buy
+7
New +$1.26K ﹤0.01% 1488
2014
Q4 		– Sell
-31
Closed -$4K – 551
2014
Q3 		$4K Buy
+31
New +$4.6K ﹤0.01% 456

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

JNBA Financial Advisors's AVB Position: Q1 2026 in Review

JNBA Financial Advisors sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 31 shares — an estimated $5.62K sold.

JNBA Financial Advisors first reported a position in AVB in Q3 2014 and held it in 8 quarters. The position peaked at $6.98K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • JNBA Financial Advisors reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 31 AvalonBay Communities shares in Q1 2026, an estimated $5.62K.
  • JNBA Financial Advisors first reported a position in AvalonBay Communities in Q3 2014 and held it in 8 quarters.
  • JNBA Financial Advisors's AvalonBay Communities position peaked at $6.98K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.