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Knollwood Investment Advisory’s AvalonBay Communities AVB Stock Holding History

Knollwood Investment 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
2025
Q3 		– Sell
-1,021
Closed -$208K – 350
2025
Q2 		$208K Hold
1,021
– – 0.02% 349
2025
Q1 		$219K Hold
1,021
– – 0.02% 345
2024
Q4 		$225K Hold
1,021
– – 0.02% 340
2024
Q3 		$230K Hold
1,021
– – 0.02% 341
2024
Q2 		$211K Buy
+1,021
New +$197K 0.02% 345

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Knollwood Investment Advisory's AVB Position: Q3 2025 in Review

Knollwood Investment Advisory sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 1,021 shares — an estimated $208K sold.

Knollwood Investment Advisory first reported a position in AVB in Q2 2024 and held it in 5 quarters. The position peaked at $230K in Q3 2024. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Knollwood Investment Advisory reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 1,021 AvalonBay Communities shares in Q3 2025, an estimated $208K.
  • Knollwood Investment Advisory first reported a position in AvalonBay Communities in Q2 2024 and held it in 5 quarters.
  • Knollwood Investment Advisory's AvalonBay Communities position peaked at $230K in Q3 2024.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Knollwood Investment Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.