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Operose Advisors’s AvalonBay Communities AVB Stock Holding History

Operose 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 		$8.49K Buy
+52
New +$9.09K ﹤0.01% 421
2024
Q4 		– Sell
-97
Closed -$21.8K – 443
2024
Q3 		$21.8K Hold
97
– – 0.01% 393
2024
Q2 		$20.1K Hold
97
– – 0.01% 354
2024
Q1 		$18K Hold
97
– – 0.01% 406
2023
Q4 		$18.2K Hold
97
– – 0.01% 376
2023
Q3 		$16.7K Buy
+97
New +$17.9K 0.01% 497

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

Operose Advisors's AVB Position: Q1 2026 in Review

Operose Advisors opened a new position in AvalonBay Communities (AVB) in Q1 2026: 52 shares worth $8.49K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Operose Advisors previously reported a position in AVB as recently as Q3 2024.

Operose Advisors first reported a position in AVB in Q3 2023 and has held it in 6 quarters since. The position peaked at $21.8K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Operose Advisors held 52 shares of AvalonBay Communities worth $8.49K as of Q1 2026.
  • AvalonBay Communities was a new Operose Advisors position in Q1 2026.
  • AvalonBay Communities made up ﹤0.01% of Operose Advisors's portfolio in Q1 2026, its #421 holding.
  • Operose Advisors first reported a position in AvalonBay Communities in Q3 2023 and has held it in 6 quarters since.
  • Operose Advisors's AvalonBay Communities position peaked at $21.8K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.