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NewEdge Advisors’s AvalonBay Communities AVB Stock Holding History

NewEdge 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 		$1.02M Buy
6,248
+1,179
+23% +$206K ﹤0.01% 1499
2025
Q4 		$919K Buy
5,069
+4,415
+675% +$801K ﹤0.01% 1544
2025
Q3 		$126K Sell
654
-33
-5% -$6.43K ﹤0.01% 2524
2025
Q2 		$140K Sell
687
-47
-6% -$9.61K ﹤0.01% 2324
2025
Q1 		$158K Sell
734
-74
-9% -$16.1K ﹤0.01% 2172
2024
Q4 		$178K Sell
808
-1,552
-66% -$350K ﹤0.01% 2118
2024
Q3 		$532K Buy
2,360
+1,610
+215% +$348K ﹤0.01% 1443
2024
Q2 		$155K Sell
750
-16
-2% -$3.09K ﹤0.01% 1987
2024
Q1 		$142K Sell
766
-1,309
-63% -$235K ﹤0.01% 1943
2023
Q4 		$379K Buy
2,075
+1,627
+363% +$284K ﹤0.01% 1440
2023
Q3 		$77K Buy
448
+428
+2,140% +$79.1K ﹤0.01% 1933
2023
Q2 		$3.71K Sell
20
-54
-73% -$9.64K ﹤0.01% 2909
2023
Q1 		$12.5K Sell
74
-776
-91% -$132K ﹤0.01% 2501
2022
Q4 		$125K Sell
850
-422
-33% -$71.8K ﹤0.01% 1354
2022
Q3 		$234K Sell
1,272
-129
-9% -$26K ﹤0.01% 1309
2022
Q2 		$272K Buy
+1,401
New +$303K ﹤0.01% 1254
2022
Q1 		– Sell
-2,615
Closed -$660K – 1184
2021
Q4 		$660K Buy
+2,615
New +$624K 0.01% 937
2016
Q3 		– Sell
-2,524
Closed -$454K – 220
2016
Q2 		$454K Buy
+2,524
New +$455K 0.19% 100

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

NewEdge Advisors's AVB Position: Q1 2026 in Review

NewEdge Advisors increased its AvalonBay Communities (AVB) stake by 23% in Q1 2026, buying an estimated $206K and bringing the position to 6,248 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

NewEdge Advisors first reported a position in AVB in Q2 2016 and has held it in 18 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • NewEdge Advisors held 6,248 shares of AvalonBay Communities worth $1.02M as of Q1 2026.
  • NewEdge Advisors bought 1,179 AvalonBay Communities shares in Q1 2026, an estimated $206K.
  • AvalonBay Communities made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1499 holding.
  • NewEdge Advisors first reported a position in AvalonBay Communities in Q2 2016 and has held it in 18 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.