New Age Alpha Advisors’s AvalonBay Communities AVB Stock Holding History

New Age Alpha 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	–	Sell	-24,854	Closed	-$4.51M	–	770
2025 Q4	$4.51M	Sell	24,854 -5,204	-17%	-$944K	0.19%	142
2025 Q3	$5.81M	Sell	30,058 -1,719	-5%	-$335K	0.24%	107
2025 Q2	$6.47M	Sell	31,777 -9,461	-23%	-$1.93M	0.28%	83
2025 Q1	$8.85M	Buy	41,238 +3,432	+9%	+$745K	0.4%	55
2024 Q4	$8.32M	Buy	37,806 +37,736	+53,909%	+$8.52M	0.34%	71
2024 Q3	$15.8K	Buy	+70	New	+$15.1K	0.01%	145

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

New Age Alpha Advisors's AVB Position: Q1 2026 in Review

New Age Alpha Advisors sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 24,854 shares — an estimated $4.51M sold.

New Age Alpha Advisors first reported a position in AVB in Q3 2024 and held it in 6 quarters. The position peaked at $8.85M in Q1 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

New Age Alpha Advisors reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
New Age Alpha Advisors sold 24,854 AvalonBay Communities shares in Q1 2026, an estimated $4.51M.
New Age Alpha Advisors first reported a position in AvalonBay Communities in Q3 2024 and held it in 6 quarters.
New Age Alpha Advisors's AvalonBay Communities position peaked at $8.85M in Q1 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.