Lincluden Management’s AvalonBay Communities AVB Stock Holding History

Lincluden 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 Q1	$1.91M	Sell	11,699 -2,866	-20%	-$501K	0.2%	64
2025 Q4	$2.64M	Hold	14,565	–	–	0.22%	62
2025 Q3	$2.81M	Buy	14,565 +2,132	+17%	+$415K	0.31%	60
2025 Q2	$2.53M	Sell	12,433 -37	-0.3%	-$7.57K	0.28%	61
2025 Q1	$2.68M	Hold	12,470	–	–	0.34%	57
2024 Q4	$2.74M	Sell	12,470 -671	-5%	-$151K	0.33%	58
2024 Q3	$2.96M	Sell	13,141 -324	-2%	-$70K	0.32%	58
2024 Q2	$2.79M	Hold	13,465	–	–	0.34%	61
2024 Q1	$2.5M	Sell	13,465 -514	-4%	-$92.4K	0.3%	62
2023 Q4	$2.62M	Hold	13,979	–	–	0.32%	55
2023 Q3	$2.4M	Sell	13,979 -3,489	-20%	-$645K	0.29%	56
2023 Q2	$3.31M	Sell	17,468 -8,639	-33%	-$1.54M	0.38%	47
2023 Q1	$4.39M	Buy	26,107 +6,410	+33%	+$1.09M	0.5%	37
2022 Q4	$3.18M	Sell	19,697 -3,436	-15%	-$585K	0.37%	46
2022 Q3	$4.26M	Sell	23,133 -2,188	-9%	-$442K	0.54%	33
2022 Q2	$4.92M	Buy	25,321 +755	+3%	+$164K	0.54%	33
2022 Q1	$6.1M	Buy	+24,566	New	+$6M	0.54%	36

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

Lincluden Management's AVB Position: Q1 2026 in Review

Lincluden Management reduced its AvalonBay Communities (AVB) stake by 20% in Q1 2026, selling an estimated $501K and leaving 11,699 shares worth $1.91M. The position accounts for 0.2% of the portfolio, ranked #64.

Lincluden Management first reported a position in AVB in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.1M in Q1 2022. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Lincluden Management held 11,699 shares of AvalonBay Communities worth $1.91M as of Q1 2026.
Lincluden Management sold 2,866 AvalonBay Communities shares in Q1 2026, an estimated $501K.
AvalonBay Communities made up 0.2% of Lincluden Management's portfolio in Q1 2026, its #64 holding.
Lincluden Management first reported a position in AvalonBay Communities in Q1 2022 and has held it in 17 quarters since.
Lincluden Management's AvalonBay Communities position peaked at $6.1M in Q1 2022.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Lincluden Management's 13F filing for Q1 2026, filed 13 May 2026.