LAM
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Lewis Asset Management’s AvalonBay Communities AVB Stock Holding History

Lewis Asset 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 		$369K Hold
1,955
– – 0.13% 154
2026
Q1 		$319K Hold
1,955
– – 0.13% 155
2025
Q4 		$354K Hold
1,955
– – 0.14% 138
2025
Q3 		$378K Buy
1,955
+330
+20% +$64.3K 0.16% 130
2025
Q2 		$331K Buy
+1,625
New +$332K 0.16% 139

Other funds holding AVB

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Lewis Asset Management's AVB Position: Q2 2026 in Review

Lewis Asset Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 1,955 shares worth $369K. The position accounts for 0.13% of the portfolio, ranked #154.

Lewis Asset Management first reported a position in AVB in Q2 2025 and has held it in 5 quarters since. The position peaked at $378K in Q3 2025. 124 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Lewis Asset Management held 1,955 shares of AvalonBay Communities worth $369K as of Q2 2026.
  • Lewis Asset Management left its AvalonBay Communities share count unchanged in Q2 2026.
  • AvalonBay Communities made up 0.13% of Lewis Asset Management's portfolio in Q2 2026, its #154 holding.
  • Lewis Asset Management first reported a position in AvalonBay Communities in Q2 2025 and has held it in 5 quarters since.
  • Lewis Asset Management's AvalonBay Communities position peaked at $378K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.