OIA
AVB

OneDigital Investment Advisors’s AvalonBay Communities AVB Stock Holding History

OneDigital Investment 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
-1,114
Closed -$202K – 1476
2025
Q4 		$202K Sell
1,114
-132
-11% -$24K ﹤0.01% 1445
2025
Q3 		$241K Sell
1,246
-17
-1% -$3.31K ﹤0.01% 1326
2025
Q2 		$257K Sell
1,263
-10
-0.8% -$2.04K ﹤0.01% 1249
2025
Q1 		$273K Buy
1,273
+28
+2% +$6.08K ﹤0.01% 1159
2024
Q4 		$274K Buy
1,245
+1
+0.1% +$226 ﹤0.01% 1175
2024
Q3 		$280K Buy
1,244
+55
+5% +$11.9K ﹤0.01% 1191
2024
Q2 		$246K Buy
+1,189
New +$230K ﹤0.01% 1196
2024
Q1 		– Sell
-2,111
Closed -$395K – 1093
2023
Q4 		$395K Buy
+2,111
New +$368K 0.01% 812

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OneDigital Investment Advisors's AVB Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,114 shares — an estimated $202K sold.

OneDigital Investment Advisors first reported a position in AVB in Q4 2023 and held it in 8 quarters. The position peaked at $395K in Q4 2023. 745 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,114 AvalonBay Communities shares in Q1 2026, an estimated $202K.
  • OneDigital Investment Advisors first reported a position in AvalonBay Communities in Q4 2023 and held it in 8 quarters.
  • OneDigital Investment Advisors's AvalonBay Communities position peaked at $395K in Q4 2023.
  • 745 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.