LPL Financial’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.43M | Sell |
45,515
-36,817
| -45% | -$6.43M | ﹤0.01% | 2261 |
|
|
2025
Q4 | $14.9M | Sell |
82,332
-39,619
| -32% | -$7.19M | ﹤0.01% | 1614 |
|
|
2025
Q3 | $23.6M | Buy |
121,951
+12,845
| +12% | +$2.5M | 0.01% | 1252 |
|
|
2025
Q2 | $22.2M | Buy |
109,106
+20,039
| +22% | +$4.1M | 0.01% | 1191 |
|
|
2025
Q1 | $19.1M | Buy |
89,067
+8,947
| +11% | +$1.94M | 0.01% | 1177 |
|
|
2024
Q4 | $17.6M | Buy |
80,120
+1,102
| +1% | +$249K | 0.01% | 1164 |
|
|
2024
Q3 | $17.8M | Buy |
79,018
+6,386
| +9% | +$1.38M | 0.01% | 1106 |
|
|
2024
Q2 | $15M | Buy |
72,632
+3,739
| +5% | +$723K | 0.01% | 1107 |
|
|
2024
Q1 | $12.8M | Buy |
68,893
+964
| +1% | +$173K | 0.01% | 1169 |
|
|
2023
Q4 | $12.7M | Buy |
67,929
+4,704
| +7% | +$821K | 0.01% | 1112 |
|
|
2023
Q3 | $10.9M | Buy |
63,225
+4,066
| +7% | +$752K | 0.01% | 1117 |
|
|
2023
Q2 | $11.2M | Buy |
59,159
+3,759
| +7% | +$671K | 0.01% | 1073 |
|
|
2023
Q1 | $9.31M | Buy |
55,400
+1,343
| +2% | +$229K | 0.01% | 1129 |
|
|
2022
Q4 | $8.73M | Buy |
54,057
+12,052
| +29% | +$2.05M | 0.01% | 1102 |
|
|
2022
Q3 | $7.74M | Buy |
42,005
+4,372
| +12% | +$882K | 0.01% | 1094 |
|
|
2022
Q2 | $7.31M | Buy |
37,633
+3,104
| +9% | +$672K | 0.01% | 1143 |
|
|
2022
Q1 | $8.58M | Buy |
34,529
+2,199
| +7% | +$537K | 0.01% | 1084 |
|
|
2021
Q4 | $8.17M | Buy |
32,330
+1,951
| +6% | +$465K | 0.01% | 1144 |
|
|
2021
Q3 | $6.73M | Buy |
30,379
+1,109
| +4% | +$249K | 0.01% | 1193 |
|
|
2021
Q2 | $6.11M | Buy |
29,270
+19,441
| +198% | +$3.89M | 0.01% | 1206 |
|
|
2021
Q1 | $1.81M | Buy |
9,829
+2,034
| +26% | +$356K | ﹤0.01% | 1915 |
|
|
2020
Q4 | $1.25M | Buy |
7,795
+3,755
| +93% | +$597K | ﹤0.01% | 2013 |
|
|
2020
Q3 | $603K | Sell |
4,040
-3,715
| -48% | -$568K | ﹤0.01% | 2318 |
|
|
2020
Q2 | $1.2M | Sell |
7,755
-218
| -3% | -$34.5K | ﹤0.01% | 1692 |
|
|
2020
Q1 | $1.17M | Buy |
7,973
+1,588
| +25% | +$320K | ﹤0.01% | 1512 |
|
|
2019
Q4 | $1.34M | Buy |
6,385
+1,644
| +35% | +$352K | ﹤0.01% | 1638 |
|
|
2019
Q3 | $1.02M | Buy |
4,741
+383
| +9% | +$80.1K | ﹤0.01% | 1721 |
|
|
2019
Q2 | $885K | Sell |
4,358
-34
| -0.8% | -$6.89K | ﹤0.01% | 1817 |
|
|
2019
Q1 | $882K | Sell |
4,392
-665
| -13% | -$127K | ﹤0.01% | 1739 |
|
|
2018
Q4 | $880K | Buy |
5,057
+56
| +1% | +$10.1K | ﹤0.01% | 1633 |
|
|
2018
Q3 | $906K | Buy |
5,001
+219
| +5% | +$39.1K | ﹤0.01% | 1743 |
|
|
2018
Q2 | $822K | Buy |
4,782
+1,436
| +43% | +$237K | ﹤0.01% | 1763 |
|
|
2018
Q1 | $550K | Buy |
3,346
+1,302
| +64% | +$213K | ﹤0.01% | 2050 |
|
|
2017
Q4 | $365K | Buy |
2,044
+1
| +0% | +$181 | ﹤0.01% | 2320 |
|
|
2017
Q3 | $365K | Buy |
2,043
+588
| +40% | +$110K | ﹤0.01% | 2199 |
|
|
2017
Q2 | $280K | Sell |
1,455
-20
| -1% | -$3.82K | ﹤0.01% | 2348 |
|
|
2017
Q1 | $271K | Buy |
1,475
+90
| +6% | +$16.1K | ﹤0.01% | 2283 |
|
|
2016
Q4 | $245K | Sell |
1,385
-24
| -2% | -$4.05K | ﹤0.01% | 2328 |
|
|
2016
Q3 | $245K | Sell |
1,409
-69
| -5% | -$12.4K | ﹤0.01% | 2274 |
|
|
2016
Q2 | $269K | Sell |
1,478
-138
| -9% | -$24.9K | ﹤0.01% | 2152 |
|
|
2016
Q1 | $307K | Sell |
1,616
-2,174
| -57% | -$384K | ﹤0.01% | 2491 |
|
|
2015
Q4 | $701K | Buy |
3,790
+1,543
| +69% | +$276K | ﹤0.01% | 1961 |
|
|
2015
Q3 | $397K | Buy |
2,247
+951
| +73% | +$161K | ﹤0.01% | 1984 |
|
|
2015
Q2 | $213K | Buy |
+1,296
| New | +$216K | ﹤0.01% | 2578 |
|
|
2013
Q3 | – | Sell |
-11,491
| Closed | -$1.55M | – | 2539 |
|
|
2013
Q2 | $1.55M | Buy |
+11,491
| New | +$1.54M | 0.01% | 862 |
|
Other funds holding AVB
VPM
VCM
LPL Financial's AVB Position: Q1 2026 in Review
LPL Financial reduced its AvalonBay Communities (AVB) stake by 45% in Q1 2026, selling an estimated $6.43M and leaving 45,515 shares worth $7.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2261.
LPL Financial first reported a position in AVB in Q2 2013 and has held it in 45 quarters since. The position peaked at $23.6M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.
- LPL Financial held 45,515 shares of AvalonBay Communities worth $7.43M as of Q1 2026.
- LPL Financial sold 36,817 AvalonBay Communities shares in Q1 2026, an estimated $6.43M.
- AvalonBay Communities made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2261 holding.
- LPL Financial first reported a position in AvalonBay Communities in Q2 2013 and has held it in 45 quarters since.
- LPL Financial's AvalonBay Communities position peaked at $23.6M in Q3 2025.
- 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.