Jupiter Asset Management’s AvalonBay Communities AVB Stock Holding History

Jupiter 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
2025 Q2	–	Sell	-204,318	Closed	-$43.9M	–	441
2025 Q1	$43.9M	Hold	204,318	–	–	0.42%	83
2024 Q4	$44.9M	Sell	204,318 -67,450	-25%	-$15.2M	0.44%	71
2024 Q3	$61.2M	Buy	+271,768	New	+$58.7M	0.54%	56
2024 Q1	–	Sell	-388,231	Closed	-$72.7M	–	432
2023 Q4	$72.7M	Buy	388,231 +228,397	+143%	+$39.8M	0.72%	24
2023 Q3	$27.4M	Buy	159,834 +106,676	+201%	+$19.7M	0.3%	95
2023 Q2	$10.1M	Buy	+53,158	New	+$9.49M	0.11%	204
2023 Q1	–	Sell	-124,259	Closed	-$20.1M	–	415
2022 Q4	$20.1M	Buy	124,259 +117,302	+1,686%	+$20M	0.29%	108
2022 Q3	$1.28M	Buy	+6,957	New	+$1.4M	0.02%	380
2021 Q3	–	Sell	-5,425	Closed	-$1.13M	–	557
2021 Q2	$1.13M	Buy	+5,425	New	+$1.08M	0.01%	426

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Jupiter Asset Management's AVB Position: Q2 2025 in Review

Jupiter Asset Management sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 204,318 shares — an estimated $43.9M sold.

Jupiter Asset Management first reported a position in AVB in Q2 2021 and held it in 9 quarters. The position peaked at $72.7M in Q4 2023. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

Jupiter Asset Management reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
Jupiter Asset Management sold 204,318 AvalonBay Communities shares in Q2 2025, an estimated $43.9M.
Jupiter Asset Management first reported a position in AvalonBay Communities in Q2 2021 and held it in 9 quarters.
Jupiter Asset Management's AvalonBay Communities position peaked at $72.7M in Q4 2023.
764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.