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Lake Street Advisors Group’s AvalonBay Communities AVB Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$206K Buy
929
+8
+0.9% +$1.81K 0.01% 557
2024
Q3 		$209K Buy
+921
New +$199K 0.01% 552

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 $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's AVB Position: Q4 2024 in Review

Lake Street Advisors Group increased its AvalonBay Communities (AVB) stake by 0.87% in Q4 2024, buying an estimated $1.81K and bringing the position to 929 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #557.

Lake Street Advisors Group first reported a position in AVB in Q3 2024 and has held it in 2 quarters since. The position peaked at $209K in Q3 2024. 763 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

  • Lake Street Advisors Group held 929 shares of AvalonBay Communities worth $206K as of Q4 2024.
  • Lake Street Advisors Group bought 8 AvalonBay Communities shares in Q4 2024, an estimated $1.81K.
  • AvalonBay Communities made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #557 holding.
  • Lake Street Advisors Group first reported a position in AvalonBay Communities in Q3 2024 and has held it in 2 quarters since.
  • Lake Street Advisors Group's AvalonBay Communities position peaked at $209K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.