Klein Pavlis & Peasley Financial’s AvalonBay Communities AVB Stock Holding History

Klein Pavlis & Peasley Financial’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	$1.75M	Buy	10,700 +2,196	+26%	+$384K	0.97%	35
2025 Q4	$1.54M	Sell	8,504 -2,620	-24%	-$475K	0.91%	34
2025 Q3	$2.15M	Buy	11,124 +4,196	+61%	+$817K	1.32%	26
2025 Q2	$1.41M	Buy	6,928 +341	+5%	+$69.7K	0.94%	38
2025 Q1	$1.41M	Buy	6,587 +582	+10%	+$126K	1.02%	32
2024 Q4	$1.32M	Buy	+6,005	New	+$1.36M	1.07%	31

Other funds holding AVB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Klein Pavlis & Peasley Financial's AVB Position: Q1 2026 in Review

Klein Pavlis & Peasley Financial increased its AvalonBay Communities (AVB) stake by 26% in Q1 2026, buying an estimated $384K and bringing the position to 10,700 shares worth $1.75M. The position accounts for 0.97% of the portfolio, ranked #35.

Klein Pavlis & Peasley Financial first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Klein Pavlis & Peasley Financial held 10,700 shares of AvalonBay Communities worth $1.75M as of Q1 2026.
Klein Pavlis & Peasley Financial bought 2,196 AvalonBay Communities shares in Q1 2026, an estimated $384K.
AvalonBay Communities made up 0.97% of Klein Pavlis & Peasley Financial's portfolio in Q1 2026, its #35 holding.
Klein Pavlis & Peasley Financial first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
Klein Pavlis & Peasley Financial's AvalonBay Communities position peaked at $2.15M in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2026, filed 23 Apr 2026.