MG
AVB

Mather Group’s AvalonBay Communities AVB Stock Holding History

Mather Group’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 		$40.4K Buy
214
+97
+83% +$17.5K ﹤0.01% 1155
2026
Q1 		$19.2K Buy
+117
New +$20.4K ﹤0.01% 1289
2025
Q4 		– Sell
-155
Closed -$30K – 718
2025
Q3 		$30K Buy
+155
New +$30.2K ﹤0.01% 1023
2025
Q2 		– Sell
-265
Closed -$56.9K – 686
2025
Q1 		$56.9K Buy
265
+22
+9% +$4.78K ﹤0.01% 872
2024
Q4 		$53.5K Buy
243
+42
+21% +$9.48K ﹤0.01% 859
2024
Q3 		$45.3K Buy
201
+56
+39% +$12.1K ﹤0.01% 900
2024
Q2 		$26.9K Buy
145
+28
+24% +$5.41K ﹤0.01% 1189
2024
Q1 		$21.9K Buy
+117
New +$21K ﹤0.01% 1041

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mather Group's AVB Position: Q2 2026 in Review

Mather Group increased its AvalonBay Communities (AVB) stake by 83% in Q2 2026, buying an estimated $17.5K and bringing the position to 214 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Mather Group first reported a position in AVB in Q1 2024 and has held it in 8 quarters since. The position peaked at $56.9K in Q1 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Mather Group held 214 shares of AvalonBay Communities worth $40.4K as of Q2 2026.
  • Mather Group bought 97 AvalonBay Communities shares in Q2 2026, an estimated $17.5K.
  • AvalonBay Communities made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1155 holding.
  • Mather Group first reported a position in AvalonBay Communities in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's AvalonBay Communities position peaked at $56.9K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.