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 Q2	$201K	Buy	+1,067	New	+$193K	0.01%	757
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 $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

New Age Alpha Advisors's AVB Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in AvalonBay Communities (AVB) in Q2 2026: 1,067 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in AVB as recently as Q4 2025.

New Age Alpha Advisors first reported a position in AVB in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.85M in Q1 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

New Age Alpha Advisors held 1,067 shares of AvalonBay Communities worth $201K as of Q2 2026.
AvalonBay Communities was a new New Age Alpha Advisors position in Q2 2026.
AvalonBay Communities made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #757 holding.
New Age Alpha Advisors first reported a position in AvalonBay Communities in Q3 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's AvalonBay Communities position peaked at $8.85M in Q1 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.