Michelson Medical Research Foundation’s AvalonBay Communities AVB Stock Holding History

Michelson Medical Research Foundation’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
2025 Q1	–	Sell	-1,947	Closed	-$428K	–	27
2024 Q4	$428K	Sell	1,947 -14,383	-88%	-$3.25M	0.36%	28
2024 Q3	$3.68M	Sell	16,330 -25,170	-61%	-$5.44M	2.59%	16
2024 Q2	$8.59M	Sell	41,500 -2,985	-7%	-$577K	7.38%	4
2024 Q1	$8.25M	Hold	44,485	–	–	5%	8
2023 Q4	$8.33M	Hold	44,485	–	–	5.49%	7
2023 Q3	$7.64M	Hold	44,485	–	–	5.16%	8
2023 Q2	$8.42M	Hold	44,485	–	–	5.99%	7
2023 Q1	$7.48M	Hold	44,485	–	–	5.86%	7
2022 Q4	$7.19M	Buy	+44,485	New	+$7.57M	4.65%	8

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Michelson Medical Research Foundation's AVB Position: Q1 2025 in Review

Michelson Medical Research Foundation sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 1,947 shares — an estimated $428K sold.

Michelson Medical Research Foundation first reported a position in AVB in Q4 2022 and held it in 9 quarters. The position peaked at $8.59M in Q2 2024. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

Michelson Medical Research Foundation reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
Michelson Medical Research Foundation sold 1,947 AvalonBay Communities shares in Q1 2025, an estimated $428K.
Michelson Medical Research Foundation first reported a position in AvalonBay Communities in Q4 2022 and held it in 9 quarters.
Michelson Medical Research Foundation's AvalonBay Communities position peaked at $8.59M in Q2 2024.
778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q1 2025, filed 15 May 2025.