LMR Partners’s AvalonBay Communities AVB Stock Holding History

LMR Partners’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	$3.58M	Buy	18,996 +5,745	+43%	+$1.04M	0.01%	751
2026 Q1	$2.16M	Buy	+13,251	New	+$2.32M	﹤0.01%	836
2025 Q3	–	Sell	-1,320	Closed	-$269K	–	1446
2025 Q2	$269K	Sell	1,320 -479	-27%	-$98K	﹤0.01%	1062
2025 Q1	$386K	Buy	+1,799	New	+$391K	﹤0.01%	960
2022 Q1	–	Sell	-836	Closed	-$211K	–	1222
2021 Q4	$211K	Buy	+836	New	+$199K	﹤0.01%	1065
2021 Q2	–	Sell	-3,652	Closed	-$674K	–	1119
2021 Q1	$674K	Buy	+3,652	New	+$638K	0.02%	564
2019 Q2	–	Sell	-2,613	Closed	-$525K	–	433
2019 Q1	$525K	Sell	2,613 -2,162	-45%	-$413K	0.03%	250
2018 Q4	$831K	Buy	+4,775	New	+$863K	0.04%	212
2017 Q4	–	Sell	-3,336	Closed	-$596K	–	326
2017 Q3	$596K	Sell	3,336 -1,940	-37%	-$363K	0.06%	162
2017 Q2	$1.01M	Buy	5,276 +965	+22%	+$184K	0.06%	304
2017 Q1	$791K	Buy	+4,311	New	+$773K	0.08%	150
2016 Q2	–	Sell	-7,060	Closed	-$1.34K	–	473
2016 Q1	$1.34K	Buy	+7,060	New	+$1.25M	0.15%	136
2015 Q4	–	Sell	-4,822	Closed	-$843K	–	233
2015 Q3	$843K	Sell	4,822 -3,904	-45%	-$661K	0.09%	189
2015 Q2	$1.4M	Sell	8,726 -3,202	-27%	-$533K	0.17%	172
2015 Q1	$2.08M	Buy	11,928 +3,450	+41%	+$596K	0.29%	97
2014 Q4	$1.39M	Buy	+8,478	New	+$1.33M	0.18%	156
2014 Q3	–	Sell	-10,575	Closed	-$1.5M	–	334
2014 Q2	$1.5M	Buy	+10,575	New	+$1.46M	0.13%	206

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LMR Partners's AVB Position: Q2 2026 in Review

LMR Partners increased its AvalonBay Communities (AVB) stake by 43% in Q2 2026, buying an estimated $1.04M and bringing the position to 18,996 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #751.

LMR Partners first reported a position in AVB in Q2 2014 and has held it in 17 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

LMR Partners held 18,996 shares of AvalonBay Communities worth $3.58M as of Q2 2026.
LMR Partners bought 5,745 AvalonBay Communities shares in Q2 2026, an estimated $1.04M.
AvalonBay Communities made up 0.01% of LMR Partners's portfolio in Q2 2026, its #751 holding.
LMR Partners first reported a position in AvalonBay Communities in Q2 2014 and has held it in 17 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.