Morningstar Investment Management’s AvalonBay Communities AVB Stock Holding History

Morningstar Investment Management’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	$2.8M	Hold	17,136	–	–	0.17%	142
2026 Q1	$2.8M	Buy	17,136 +1,338	+8%	+$234K	0.17%	140
2025 Q4	$2.86M	Buy	15,798 +2,088	+15%	+$379K	0.17%	131
2025 Q3	$2.65M	Buy	+13,710	New	+$2.67M	0.1%	216

Other funds holding AVB

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morningstar Investment Management's AVB Position: Q2 2026 in Review

Morningstar Investment Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 17,136 shares worth $2.8M. The position accounts for 0.17% of the portfolio, ranked #142.

Morningstar Investment Management first reported a position in AVB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.86M in Q4 2025. 184 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Morningstar Investment Management held 17,136 shares of AvalonBay Communities worth $2.8M as of Q2 2026.
Morningstar Investment Management left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up 0.17% of Morningstar Investment Management's portfolio in Q2 2026, its #142 holding.
Morningstar Investment Management first reported a position in AvalonBay Communities in Q3 2025 and has held it in 4 quarters since.
Morningstar Investment Management's AvalonBay Communities position peaked at $2.86M in Q4 2025.
184 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.