North Star Investment Management’s AvalonBay Communities AVB Stock Holding History

North Star Investment 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 Q1	$817	Sell	5 -10	-67%	-$1.75K	﹤0.01%	1523
2025 Q4	$2.72K	Buy	+15	New	+$2.72K	﹤0.01%	1261
2023 Q4	–	Sell	-6	Closed	-$1.03K	–	1202
2023 Q3	$1.03K	Hold	6	–	–	﹤0.01%	1138
2023 Q2	$1.14K	Hold	6	–	–	﹤0.01%	1137
2023 Q1	$1.01K	Hold	6	–	–	﹤0.01%	1159
2022 Q4	$969	Buy	+6	New	+$1.02K	﹤0.01%	1168
2015 Q4	–	Sell	-76	Closed	-$13K	–	760
2015 Q3	$13K	Buy	76 +1	+1%	+$169	﹤0.01%	556
2015 Q2	$12K	Hold	75	–	–	﹤0.01%	566
2015 Q1	$13K	Hold	75	–	–	﹤0.01%	551
2014 Q4	$12K	Buy	+75	New	+$11.8K	﹤0.01%	550

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

North Star Investment Management's AVB Position: Q1 2026 in Review

North Star Investment Management reduced its AvalonBay Communities (AVB) stake by 67% in Q1 2026, selling an estimated $1.75K and leaving 5 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

North Star Investment Management first reported a position in AVB in Q4 2014 and has held it in 10 quarters since. The position peaked at $13K in Q3 2015. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

North Star Investment Management held 5 shares of AvalonBay Communities worth $817 as of Q1 2026.
North Star Investment Management sold 10 AvalonBay Communities shares in Q1 2026, an estimated $1.75K.
AvalonBay Communities made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1523 holding.
North Star Investment Management first reported a position in AvalonBay Communities in Q4 2014 and has held it in 10 quarters since.
North Star Investment Management's AvalonBay Communities position peaked at $13K in Q3 2015.
744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.