Lafayette Investments’s AvalonBay Communities AVB Stock Holding History

Lafayette Investments’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	$221K	Hold	1,350	–	–	0.04%	147
2025 Q4	$245K	Hold	1,350	–	–	0.05%	145
2025 Q3	$261K	Hold	1,350	–	–	0.05%	135
2025 Q2	$275K	Hold	1,350	–	–	0.06%	133
2025 Q1	$290K	Hold	1,350	–	–	0.06%	124
2024 Q4	$297K	Hold	1,350	–	–	0.06%	121
2024 Q3	$304K	Hold	1,350	–	–	0.06%	117
2024 Q2	$279K	Hold	1,350	–	–	0.06%	113
2024 Q1	$251K	Hold	1,350	–	–	0.06%	117
2023 Q4	$253K	Hold	1,350	–	–	0.06%	112
2023 Q3	$232K	Hold	1,350	–	–	0.06%	111
2023 Q2	$256K	Hold	1,350	–	–	0.07%	106
2023 Q1	$227K	Hold	1,350	–	–	0.06%	108
2022 Q4	$218K	Hold	1,350	–	–	0.06%	111
2022 Q3	$249K	Hold	1,350	–	–	0.08%	102
2022 Q2	$262K	Hold	1,350	–	–	0.08%	103
2022 Q1	$335K	Hold	1,350	–	–	0.08%	98
2021 Q4	$341K	Hold	1,350	–	–	0.09%	102
2021 Q3	$299K	Hold	1,350	–	–	0.08%	99
2021 Q2	$282K	Hold	1,350	–	–	0.08%	101
2021 Q1	$249K	Hold	1,350	–	–	0.08%	82
2020 Q4	$217K	Hold	1,350	–	–	0.07%	83
2020 Q3	$202K	Hold	1,350	–	–	0.08%	84
2020 Q2	$209K	Buy	+1,350	New	+$214K	0.09%	77
2020 Q1	–	Sell	-1,350	Closed	-$283K	–	79
2019 Q4	$283K	Hold	1,350	–	–	0.1%	75
2019 Q3	$291K	Hold	1,350	–	–	0.11%	74
2019 Q2	$274K	Hold	1,350	–	–	0.1%	73
2019 Q1	$271K	Hold	1,350	–	–	0.1%	75
2018 Q4	$235K	Hold	1,350	–	–	0.09%	79
2018 Q3	$245K	Hold	1,350	–	–	0.08%	78
2018 Q2	$232K	Hold	1,350	–	–	0.09%	75
2018 Q1	$222K	Hold	1,350	–	–	0.08%	72
2017 Q4	$241K	Hold	1,350	–	–	0.09%	71
2017 Q3	$241K	Hold	1,350	–	–	0.09%	69
2017 Q2	$259K	Hold	1,350	–	–	0.1%	64
2017 Q1	$248K	Hold	1,350	–	–	0.09%	61
2016 Q4	$239K	Hold	1,350	–	–	0.09%	62
2016 Q3	$240K	Hold	1,350	–	–	0.1%	61
2016 Q2	$244K	Hold	1,350	–	–	0.1%	60
2016 Q1	$257K	Hold	1,350	–	–	0.11%	59
2015 Q4	$249K	Hold	1,350	–	–	0.1%	64
2015 Q3	$236K	Hold	1,350	–	–	0.1%	63
2015 Q2	$216K	Hold	1,350	–	–	0.09%	66
2015 Q1	$235K	Hold	1,350	–	–	0.1%	63
2014 Q4	$221K	Buy	+1,350	New	+$212K	0.09%	65

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

Lafayette Investments's AVB Position: Q1 2026 in Review

Lafayette Investments held its AvalonBay Communities (AVB) position steady in Q1 2026 at 1,350 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #147.

Lafayette Investments first reported a position in AVB in Q4 2014 and has held it in 45 quarters since. The position peaked at $341K in Q4 2021. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Lafayette Investments held 1,350 shares of AvalonBay Communities worth $221K as of Q1 2026.
Lafayette Investments left its AvalonBay Communities share count unchanged in Q1 2026.
AvalonBay Communities made up 0.04% of Lafayette Investments's portfolio in Q1 2026, its #147 holding.
Lafayette Investments first reported a position in AvalonBay Communities in Q4 2014 and has held it in 45 quarters since.
Lafayette Investments's AvalonBay Communities position peaked at $341K in Q4 2021.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.