LCGC
AVB

Legacy Capital Group California’s AvalonBay Communities AVB Stock Holding History

Legacy Capital Group California’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
-2,377
Closed -$484K – 330
2025
Q2 		$484K Buy
2,377
+20
+0.8% +$4.09K 0.13% 190
2025
Q1 		$506K Sell
2,357
-45
-2% -$9.77K 0.18% 167
2024
Q4 		$528K Buy
+2,402
New +$542K 0.16% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Group California's AVB Position: Q3 2025 in Review

Legacy Capital Group California sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 2,377 shares — an estimated $484K sold.

Legacy Capital Group California first reported a position in AVB in Q4 2024 and held it in 3 quarters. The position peaked at $528K in Q4 2024. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Legacy Capital Group California reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 2,377 AvalonBay Communities shares in Q3 2025, an estimated $484K.
  • Legacy Capital Group California first reported a position in AvalonBay Communities in Q4 2024 and held it in 3 quarters.
  • Legacy Capital Group California's AvalonBay Communities position peaked at $528K in Q4 2024.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.