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Nearwater Capital Markets’s AvalonBay Communities AVB Stock Holding History

Nearwater Capital Markets’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 		– Sell
-80,000
Closed -$14.5M – 86
2025
Q4 		$14.5M Buy
+80,000
New +$14.5M 0.25% 65

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nearwater Capital Markets's AVB Position: Q1 2026 in Review

Nearwater Capital Markets sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 80,000 shares — an estimated $14.5M sold.

Nearwater Capital Markets first reported a position in AVB in Q4 2025 and held it in 1 quarter. The position peaked at $14.5M in Q4 2025. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Nearwater Capital Markets reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 80,000 AvalonBay Communities shares in Q1 2026, an estimated $14.5M.
  • Nearwater Capital Markets first reported a position in AvalonBay Communities in Q4 2025 and held it in 1 quarter.
  • Nearwater Capital Markets's AvalonBay Communities position peaked at $14.5M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.