Kaizen Advisory’s AvalonBay Communities AVB Stock Holding History

Kaizen Advisory’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
2018 Q4	$64K	Buy	370 +44	+13%	+$7.95K	0.04%	281
2018 Q3	$59K	Hold	326	–	–	0.03%	303
2018 Q2	$56K	Buy	326 +193	+145%	+$31.9K	0.03%	306
2018 Q1	$22K	Hold	133	–	–	0.02%	309
2017 Q4	$24K	Buy	+133	New	+$24.1K	0.01%	290

Other funds holding AVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's AVB Position: Q4 2018 in Review

Kaizen Advisory increased its AvalonBay Communities (AVB) stake by 13% in Q4 2018, buying an estimated $7.95K and bringing the position to 370 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #281.

Kaizen Advisory first reported a position in AVB in Q4 2017 and has held it in 5 quarters since. 551 funds tracked by Wall St. Rank hold AVB as of Q4 2018.

Kaizen Advisory held 370 shares of AvalonBay Communities worth $64K as of Q4 2018.
Kaizen Advisory bought 44 AvalonBay Communities shares in Q4 2018, an estimated $7.95K.
AvalonBay Communities made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #281 holding.
Kaizen Advisory first reported a position in AvalonBay Communities in Q4 2017 and has held it in 5 quarters since.
551 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.