Mackenzie 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 | $6.04M | Buy |
36,954
+4,875
| +15% | +$852K | 0.01% | 619 |
|
|
2025
Q4 | $5.92M | Buy |
32,079
+5,216
| +19% | +$947K | 0.01% | 607 |
|
|
2025
Q3 | $5.19M | Buy |
26,863
+1,698
| +7% | +$331K | 0.01% | 631 |
|
|
2025
Q2 | $5.12M | Buy |
25,165
+726
| +3% | +$148K | 0.01% | 602 |
|
|
2025
Q1 | $5.25M | Buy |
24,439
+8,409
| +52% | +$1.83M | 0.01% | 571 |
|
|
2024
Q4 | $3.53M | Sell |
16,030
-2,982
| -16% | -$673K | ﹤0.01% | 640 |
|
|
2024
Q3 | $4.28M | Buy |
19,012
+571
| +3% | +$123K | 0.01% | 575 |
|
|
2024
Q2 | $3.82M | Sell |
18,441
-370
| -2% | -$71.5K | 0.01% | 591 |
|
|
2024
Q1 | $3.49M | Sell |
18,811
-13,381
| -42% | -$2.41M | 0.01% | 620 |
|
|
2023
Q4 | $6.03M | Sell |
32,192
-11,019
| -26% | -$1.92M | 0.01% | 524 |
|
|
2023
Q3 | $7.23M | Sell |
43,211
-15,227
| -26% | -$2.81M | 0.01% | 480 |
|
|
2023
Q2 | $11.1M | Buy |
58,438
+32,147
| +122% | +$5.74M | 0.02% | 430 |
|
|
2023
Q1 | $4.42M | Buy |
26,291
+8,468
| +48% | +$1.44M | 0.01% | 571 |
|
|
2022
Q4 | $2.88M | Buy |
17,823
+3,705
| +26% | +$631K | ﹤0.01% | 601 |
|
|
2022
Q3 | $2.6M | Buy |
14,118
+352
| +3% | +$71K | ﹤0.01% | 639 |
|
|
2022
Q2 | $2.67M | Buy |
13,766
+829
| +6% | +$180K | ﹤0.01% | 654 |
|
|
2022
Q1 | $3.21M | Buy |
12,937
+325
| +3% | +$79.4K | ﹤0.01% | 667 |
|
|
2021
Q4 | $3.19M | Sell |
12,612
-456
| -3% | -$109K | ﹤0.01% | 663 |
|
|
2021
Q3 | $2.9M | Buy |
13,068
+2,861
| +28% | +$642K | ﹤0.01% | 678 |
|
|
2021
Q2 | $2.13M | Buy |
10,207
+1,274
| +14% | +$255K | ﹤0.01% | 716 |
|
|
2021
Q1 | $1.65M | Sell |
8,933
-4,397
| -33% | -$769K | ﹤0.01% | 721 |
|
|
2020
Q4 | $2.14M | Buy |
13,330
+1,048
| +9% | +$167K | ﹤0.01% | 591 |
|
|
2020
Q3 | $1.83M | Buy |
12,282
+402
| +3% | +$61.5K | ﹤0.01% | 576 |
|
|
2020
Q2 | $1.84M | Buy |
11,880
+363
| +3% | +$57.4K | ﹤0.01% | 577 |
|
|
2020
Q1 | $1.7M | Sell |
11,517
-9,662
| -46% | -$1.95M | 0.01% | 536 |
|
|
2019
Q4 | $4.44M | Buy |
21,179
+1,391
| +7% | +$298K | 0.01% | 467 |
|
|
2019
Q3 | $4.26M | Sell |
19,788
-8
| -0% | -$1.67K | 0.01% | 479 |
|
|
2019
Q2 | $4.02M | Buy |
19,796
+967
| +5% | +$196K | 0.01% | 480 |
|
|
2019
Q1 | $3.78M | Sell |
18,829
-27,452
| -59% | -$5.25M | 0.01% | 615 |
|
|
2018
Q4 | $8.05M | Buy |
46,281
+33,950
| +275% | +$6.13M | 0.02% | 411 |
|
|
2018
Q3 | $2.23M | Buy |
12,331
+10,437
| +551% | +$1.86M | 0.01% | 631 |
|
|
2018
Q2 | $326K | Buy |
1,894
+583
| +44% | +$96.3K | ﹤0.01% | 868 |
|
|
2018
Q1 | $216K | Buy |
+1,311
| New | +$215K | ﹤0.01% | 892 |
|
|
2017
Q1 | – | Sell |
-1,516
| Closed | -$269K | – | 643 |
|
|
2016
Q4 | $269K | Sell |
1,516
-392
| -21% | -$66.1K | ﹤0.01% | 573 |
|
|
2016
Q3 | $339K | Sell |
1,908
-7,408
| -80% | -$1.33M | ﹤0.01% | 553 |
|
|
2016
Q2 | $1.68M | Buy |
9,316
+758
| +9% | +$137K | 0.01% | 477 |
|
|
2016
Q1 | $1.63M | Buy |
8,558
+5,536
| +183% | +$977K | 0.01% | 398 |
|
|
2015
Q4 | $556K | Buy |
3,022
+451
| +18% | +$80.7K | ﹤0.01% | 647 |
|
|
2015
Q3 | $449K | Buy |
2,571
+1,000
| +64% | +$169K | ﹤0.01% | 678 |
|
|
2015
Q2 | $251K | Hold |
1,571
| – | – | ﹤0.01% | 777 |
|
|
2015
Q1 | $274K | Sell |
1,571
-243
| -13% | -$42K | ﹤0.01% | 734 |
|
|
2014
Q4 | $296K | Buy |
1,814
+130
| +8% | +$20.4K | ﹤0.01% | 694 |
|
|
2014
Q3 | $237K | Sell |
1,684
-811
| -33% | -$120K | ﹤0.01% | 689 |
|
|
2014
Q2 | $355K | Sell |
2,495
-381
| -13% | -$52.7K | ﹤0.01% | 618 |
|
|
2014
Q1 | $378K | Hold |
2,876
| – | – | ﹤0.01% | 607 |
|
|
2013
Q4 | $340K | Sell |
2,876
-5,115
| -64% | -$630K | ﹤0.01% | 600 |
|
|
2013
Q3 | $1.02M | Sell |
7,991
-2,391
| -23% | -$315K | 0.01% | 477 |
|
|
2013
Q2 | $1.4M | Buy |
+10,382
| New | +$1.39M | 0.01% | 442 |
|
Other funds holding AVB
VPM
VCM
Mackenzie Financial's AVB Position: Q1 2026 in Review
Mackenzie Financial increased its AvalonBay Communities (AVB) stake by 15% in Q1 2026, buying an estimated $852K and bringing the position to 36,954 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #619.
Mackenzie Financial first reported a position in AVB in Q2 2013 and has held it in 48 quarters since. The position peaked at $11.1M in Q2 2023. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.
- Mackenzie Financial held 36,954 shares of AvalonBay Communities worth $6.04M as of Q1 2026.
- Mackenzie Financial bought 4,875 AvalonBay Communities shares in Q1 2026, an estimated $852K.
- AvalonBay Communities made up 0.01% of Mackenzie Financial's portfolio in Q1 2026, its #619 holding.
- Mackenzie Financial first reported a position in AvalonBay Communities in Q2 2013 and has held it in 48 quarters since.
- Mackenzie Financial's AvalonBay Communities position peaked at $11.1M in Q2 2023.
- 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.