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 Q2	–	Sell	-5	Closed	-$817	–	1742
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 $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

North Star Investment Management's AVB Position: Q2 2026 in Review

North Star Investment Management sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 5 shares — an estimated $817 sold.

North Star Investment Management first reported a position in AVB in Q4 2014 and held it in 10 quarters. The position peaked at $13K in Q3 2015. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

North Star Investment Management reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
North Star Investment Management sold 5 AvalonBay Communities shares in Q2 2026, an estimated $817.
North Star Investment Management first reported a position in AvalonBay Communities in Q4 2014 and held it in 10 quarters.
North Star Investment Management's AvalonBay Communities position peaked at $13K in Q3 2015.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.