Narwhal Capital Management’s AvalonBay Communities AVB Stock Holding History

Narwhal Capital 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	$8.22M	Sell	43,562 -8,432	-16%	-$1.52M	0.57%	43
2026 Q1	$8.49M	Buy	51,994 +270	+0.5%	+$47.2K	0.63%	37
2025 Q4	$9.38M	Sell	51,724 -9,109	-15%	-$1.65M	0.68%	36
2025 Q3	$11.8M	Buy	60,833 +6,921	+13%	+$1.35M	0.87%	30
2025 Q2	$11M	Buy	53,912 +14,397	+36%	+$2.94M	0.88%	29
2025 Q1	$8.48M	Buy	39,515 +33,928	+607%	+$7.37M	0.76%	37
2024 Q4	$1.23M	Buy	+5,587	New	+$1.26M	0.11%	94

Other funds holding AVB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Narwhal Capital Management's AVB Position: Q2 2026 in Review

Narwhal Capital Management reduced its AvalonBay Communities (AVB) stake by 16% in Q2 2026, selling an estimated $1.52M and leaving 43,562 shares worth $8.22M. The position accounts for 0.57% of the portfolio, ranked #43.

Narwhal Capital Management first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8M in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Narwhal Capital Management held 43,562 shares of AvalonBay Communities worth $8.22M as of Q2 2026.
Narwhal Capital Management sold 8,432 AvalonBay Communities shares in Q2 2026, an estimated $1.52M.
AvalonBay Communities made up 0.57% of Narwhal Capital Management's portfolio in Q2 2026, its #43 holding.
Narwhal Capital Management first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
Narwhal Capital Management's AvalonBay Communities position peaked at $11.8M in Q3 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.