LDR Capital Management’s AvalonBay Communities AVB Stock Holding History

LDR Capital Management’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 Q2	$643K	Buy	+3,406	New	+$616K	0.74%	34
2026 Q1	–	Sell	-1,155	Closed	-$209K	–	45
2025 Q4	$209K	Buy	+1,155	New	+$210K	0.29%	39
2025 Q1	–	Sell	-9,474	Closed	-$2.08M	–	30
2024 Q4	$2.08M	Buy	9,474 +795	+9%	+$179K	2.82%	14
2024 Q3	$1.95M	Sell	8,679 -9	-0.1%	-$1.94K	2.18%	24
2024 Q2	$1.8M	Sell	8,688 -788	-8%	-$152K	1.64%	22
2024 Q1	$1.76M	Sell	9,476 -28	-0.3%	-$5.04K	1.18%	31
2023 Q4	$1.78M	Buy	9,504 +3,706	+64%	+$647K	0.99%	29
2023 Q3	$996K	Buy	+5,798	New	+$1.07M	0.6%	34

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LDR Capital Management's AVB Position: Q2 2026 in Review

LDR Capital Management opened a new position in AvalonBay Communities (AVB) in Q2 2026: 3,406 shares worth $643K. The stake represents 0.74% of the portfolio and ranks #34 among its holdings. This is a return to the name: LDR Capital Management previously reported a position in AVB as recently as Q4 2025.

LDR Capital Management first reported a position in AVB in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.08M in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

LDR Capital Management held 3,406 shares of AvalonBay Communities worth $643K as of Q2 2026.
AvalonBay Communities was a new LDR Capital Management position in Q2 2026.
AvalonBay Communities made up 0.74% of LDR Capital Management's portfolio in Q2 2026, its #34 holding.
LDR Capital Management first reported a position in AvalonBay Communities in Q3 2023 and has held it in 8 quarters since.
LDR Capital Management's AvalonBay Communities position peaked at $2.08M in Q4 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on LDR Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.