Opus Capital Group’s AvalonBay Communities AVB Stock Holding History

Opus Capital Group’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
2025 Q4	–	Sell	-1,245	Closed	-$240K	–	135
2025 Q3	$240K	Buy	+1,245	New	+$242K	0.03%	121

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Opus Capital Group's AVB Position: Q4 2025 in Review

Opus Capital Group sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 1,245 shares — an estimated $240K sold.

Opus Capital Group first reported a position in AVB in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

Opus Capital Group reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
Opus Capital Group sold 1,245 AvalonBay Communities shares in Q4 2025, an estimated $240K.
Opus Capital Group first reported a position in AvalonBay Communities in Q3 2025 and held it in 1 quarter.
Opus Capital Group's AvalonBay Communities position peaked at $240K in Q3 2025.
749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Opus Capital Group's 13F filing for Q4 2025, filed 30 Jan 2026.