Mount Yale Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Mount Yale Investment Advisors’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 Q1	$606K	Buy	3,668 +651	+22%	+$114K	0.01%	656
2025 Q4	$552K	Buy	+3,017	New	+$547K	0.03%	438
2025 Q3	–	Sell	-78	Closed	-$15.9K	–	746
2025 Q2	$15.9K	Buy	+78	New	+$16K	﹤0.01%	1078
2020 Q2	–	Sell	-2,437	Closed	-$359K	–	336
2020 Q1	$359K	Buy	2,437 +538	+28%	+$108K	0.08%	225
2019 Q4	$411K	Buy	1,899 +224	+13%	+$48K	0.07%	243
2019 Q3	$350K	Buy	1,675 +98	+6%	+$20.5K	0.06%	250
2019 Q2	$322K	Buy	1,577 +58	+4%	+$11.8K	0.06%	254
2019 Q1	$305K	Sell	1,519 -26	-2%	-$4.97K	0.06%	254
2018 Q4	$301K	Sell	1,545 -66	-4%	-$11.9K	0.06%	252
2018 Q3	$294K	Buy	1,611 +17	+1%	+$3.04K	0.05%	258
2018 Q2	$274K	Buy	1,594 +371	+30%	+$61.3K	0.05%	265
2018 Q1	$201K	Buy	+1,223	New	+$200K	0.04%	291

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's AVB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its AvalonBay Communities (AVB) stake by 22% in Q1 2026, buying an estimated $114K and bringing the position to 3,668 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #656.

Mount Yale Investment Advisors first reported a position in AVB in Q1 2018 and has held it in 12 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Mount Yale Investment Advisors held 3,668 shares of AvalonBay Communities worth $606K as of Q1 2026.
Mount Yale Investment Advisors bought 651 AvalonBay Communities shares in Q1 2026, an estimated $114K.
AvalonBay Communities made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #656 holding.
Mount Yale Investment Advisors first reported a position in AvalonBay Communities in Q1 2018 and has held it in 12 quarters since.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.