Orion Portfolio Solutions’s AvalonBay Communities AVB Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.71M	Sell	7,980 -220	-3%	-$47.8K	0.02%	791
2024 Q4	$1.8M	Sell	8,200 -30	-0.4%	-$6.77K	0.02%	755
2024 Q3	$1.85M	Buy	8,230 +1,060	+15%	+$229K	0.02%	728
2024 Q2	$1.48M	Buy	7,170 +773	+12%	+$149K	0.02%	786
2024 Q1	$1.19M	Sell	6,397 -322	-5%	-$57.9K	0.01%	910
2023 Q4	$1.24M	Buy	6,719 +744	+12%	+$130K	0.01%	850
2023 Q3	$1.03M	Sell	5,975 -717	-11%	-$133K	0.01%	924
2023 Q2	$1.27M	Sell	6,692 -493	-7%	-$88K	0.01%	850
2023 Q1	$1.21M	Buy	7,185 +5,687	+380%	+$970K	0.01%	803
2022 Q4	$242K	Sell	1,498 -218	-13%	-$37.1K	0.01%	720
2022 Q3	$316K	Buy	1,716 +91	+6%	+$18.4K	0.01%	554
2022 Q2	$316K	Buy	1,625 +285	+21%	+$61.7K	0.01%	531
2022 Q1	$333K	Buy	+1,340	New	+$327K	0.01%	552
2020 Q3	–	Sell	-535	Closed	-$83K	–	551
2020 Q2	$83K	Buy	535 +151	+39%	+$23.9K	﹤0.01%	584
2020 Q1	$57K	Sell	384 -1,341	-78%	-$270K	﹤0.01%	557
2019 Q4	$362K	Buy	+1,725	New	+$370K	0.03%	240

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orion Portfolio Solutions's AVB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its AvalonBay Communities (AVB) stake by 2.7% in Q1 2025, selling an estimated $47.8K and leaving 7,980 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #791.

Orion Portfolio Solutions first reported a position in AVB in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.85M in Q3 2024. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

Orion Portfolio Solutions held 7,980 shares of AvalonBay Communities worth $1.71M as of Q1 2025.
Orion Portfolio Solutions sold 220 AvalonBay Communities shares in Q1 2025, an estimated $47.8K.
AvalonBay Communities made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #791 holding.
Orion Portfolio Solutions first reported a position in AvalonBay Communities in Q4 2019 and has held it in 16 quarters since.
Orion Portfolio Solutions's AvalonBay Communities position peaked at $1.85M in Q3 2024.
778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.