Optima Capital’s AvalonBay Communities AVB Stock Holding History

Optima Capital’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	-715	Closed	-$130K	–	248
2025 Q4	$130K	Buy	+715	New	+$130K	0.06%	195

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

Optima Capital's AVB Position: Q1 2026 in Review

Optima Capital sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 715 shares — an estimated $130K sold.

Optima Capital first reported a position in AVB in Q4 2025 and held it in 1 quarter. The position peaked at $130K in Q4 2025. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Optima Capital reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 715 AvalonBay Communities shares in Q1 2026, an estimated $130K.
Optima Capital first reported a position in AvalonBay Communities in Q4 2025 and held it in 1 quarter.
Optima Capital's AvalonBay Communities position peaked at $130K in Q4 2025.
744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.