KI
AVB

Kapitalo Investimentos’s AvalonBay Communities AVB Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-698
Closed -$154K – 102
2024
Q4 		$154K Buy
+698
New +$158K 0.1% 117
2024
Q1 		– Sell
-620
Closed -$116K – 295
2023
Q4 		$116K Buy
+620
New +$108K 0.02% 365

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kapitalo Investimentos's AVB Position: Q1 2025 in Review

Kapitalo Investimentos sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 698 shares — an estimated $154K sold.

Kapitalo Investimentos first reported a position in AVB in Q4 2023 and held it in 2 quarters. The position peaked at $154K in Q4 2024. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Kapitalo Investimentos reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 698 AvalonBay Communities shares in Q1 2025, an estimated $154K.
  • Kapitalo Investimentos first reported a position in AvalonBay Communities in Q4 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's AvalonBay Communities position peaked at $154K in Q4 2024.
  • 778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.