Lido Advisors
AVB icon

Lido Advisors’s AvalonBay Communities AVB Stock Holding History

Lido Advisors’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 		$362K Sell
2,196
-326
-13% -$57K ﹤0.01% 1471
2025
Q4 		$488K Buy
2,522
+27
+1% +$4.9K ﹤0.01% 1308
2025
Q3 		$486K Buy
2,495
+213
+9% +$41.5K ﹤0.01% 1240
2025
Q2 		$469K Sell
2,282
-298
-12% -$60.9K ﹤0.01% 1128
2025
Q1 		$558K Buy
2,580
+78
+3% +$16.9K ﹤0.01% 987
2024
Q4 		$555K Buy
2,502
+112
+5% +$25.3K ﹤0.01% 978
2024
Q3 		$538K Buy
2,390
+628
+36% +$136K ﹤0.01% 933
2024
Q2 		$368K Buy
1,762
+187
+12% +$36.2K ﹤0.01% 1031
2024
Q1 		$295K Sell
1,575
-47
-3% -$8.45K ﹤0.01% 1110
2023
Q4 		$306K Buy
+1,622
New +$283K ﹤0.01% 1027
2023
Q1 		– Sell
-5,278
Closed -$853K – 1155
2022
Q4 		$853K Sell
5,278
-114
-2% -$19.4K 0.01% 444
2022
Q3 		$993K Sell
5,392
-1,808
-25% -$365K 0.01% 369
2022
Q2 		$1.4M Sell
7,200
-2,176
-23% -$471K 0.02% 279
2022
Q1 		$2.33M Sell
9,376
-114
-1% -$27.8K 0.03% 245
2021
Q4 		$2.4M Buy
9,490
+202
+2% +$48.2K 0.03% 241
2021
Q3 		$2.06M Buy
9,288
+3,821
+70% +$858K 0.03% 264
2021
Q2 		$1.15M Buy
5,467
+372
+7% +$74.4K 0.02% 350
2021
Q1 		$948K Buy
5,095
+62
+1% +$10.8K 0.02% 349
2020
Q4 		$815K Buy
5,033
+838
+20% +$133K 0.02% 358
2020
Q3 		$633K Buy
+4,195
New +$642K 0.02% 336

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's AVB Position: Q1 2026 in Review

Lido Advisors reduced its AvalonBay Communities (AVB) stake by 13% in Q1 2026, selling an estimated $57K and leaving 2,196 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Lido Advisors first reported a position in AVB in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.4M in Q4 2021. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Lido Advisors held 2,196 shares of AvalonBay Communities worth $362K as of Q1 2026.
  • Lido Advisors sold 326 AvalonBay Communities shares in Q1 2026, an estimated $57K.
  • AvalonBay Communities made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1471 holding.
  • Lido Advisors first reported a position in AvalonBay Communities in Q3 2020 and has held it in 20 quarters since.
  • Lido Advisors's AvalonBay Communities position peaked at $2.4M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.