Legacy Bridge’s AvalonBay Communities AVB Stock Holding History

Legacy Bridge’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	$24.5K	Hold	150	–	–	0.01%	238
2025 Q4	$27.2K	Hold	150	–	–	0.01%	235
2025 Q3	$29K	Hold	150	–	–	0.01%	222
2025 Q2	$30.5K	Hold	150	–	–	0.01%	209
2025 Q1	$32.2K	Sell	150 -100	-40%	-$21.7K	0.02%	199
2024 Q4	$55K	Hold	250	–	–	0.03%	188
2024 Q3	$56.3K	Hold	250	–	–	0.03%	191
2024 Q2	$51.7K	Hold	250	–	–	0.03%	182
2024 Q1	$46.4K	Hold	250	–	–	0.03%	201
2023 Q4	$46.8K	Sell	250 -150	-38%	-$26.2K	0.03%	192
2023 Q3	$68.7K	Hold	400	–	–	0.05%	183
2023 Q2	$75.7K	Hold	400	–	–	0.05%	181
2023 Q1	$67.2K	Hold	400	–	–	0.05%	187
2022 Q4	$64.6K	Hold	400	–	–	0.05%	187
2022 Q3	$74K	Hold	400	–	–	0.06%	174
2022 Q2	$78K	Hold	400	–	–	0.06%	180
2022 Q1	$99K	Hold	400	–	–	0.06%	182
2021 Q4	$101K	Hold	400	–	–	0.05%	182
2021 Q3	$89K	Hold	400	–	–	0.05%	182
2021 Q2	$83K	Hold	400	–	–	0.05%	182
2021 Q1	$74K	Hold	400	–	–	0.05%	180
2020 Q4	$64K	Hold	400	–	–	0.05%	184
2020 Q3	$60K	Hold	400	–	–	0.05%	176
2020 Q2	$62K	Hold	400	–	–	0.07%	167
2020 Q1	$59K	Hold	400	–	–	0.07%	161
2019 Q4	$84K	Hold	400	–	–	0.07%	170
2019 Q3	$86K	Buy	+400	New	+$83.6K	0.08%	162
2019 Q2	–	Hold	0	–	–	–	164
2019 Q1	–	Hold	0	–	–	–	160
2018 Q4	–	Hold	0	–	–	–	157

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

Legacy Bridge's AVB Position: Q1 2026 in Review

Legacy Bridge held its AvalonBay Communities (AVB) position steady in Q1 2026 at 150 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #238.

Legacy Bridge first reported a position in AVB in Q3 2019 and has held it in 27 quarters since. The position peaked at $101K in Q4 2021. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Legacy Bridge held 150 shares of AvalonBay Communities worth $24.5K as of Q1 2026.
Legacy Bridge left its AvalonBay Communities share count unchanged in Q1 2026.
AvalonBay Communities made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #238 holding.
Legacy Bridge first reported a position in AvalonBay Communities in Q3 2019 and has held it in 27 quarters since.
Legacy Bridge's AvalonBay Communities position peaked at $101K in Q4 2021.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.