MAM
AVB

Morse Asset Management’s AvalonBay Communities AVB Stock Holding History

Morse Asset 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
2025
Q3 		– Sell
-24
Closed -$4.88K – 375
2025
Q2 		$4.88K Hold
24
– – ﹤0.01% 299
2025
Q1 		$5.15K Buy
+24
New +$5.21K ﹤0.01% 271

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morse Asset Management's AVB Position: Q3 2025 in Review

Morse Asset Management sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 24 shares — an estimated $4.88K sold.

Morse Asset Management first reported a position in AVB in Q1 2025 and held it in 2 quarters. The position peaked at $5.15K in Q1 2025. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Morse Asset Management reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Morse Asset Management sold 24 AvalonBay Communities shares in Q3 2025, an estimated $4.88K.
  • Morse Asset Management first reported a position in AvalonBay Communities in Q1 2025 and held it in 2 quarters.
  • Morse Asset Management's AvalonBay Communities position peaked at $5.15K in Q1 2025.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Morse Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.