Pasadena Private Wealth’s AvalonBay Communities AVB Stock Holding History

Pasadena Private Wealth’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	$332K	Sell	2,033 -515	-20%	-$90K	0.05%	163
2025 Q4	$462K	Sell	2,548 -1,944	-43%	-$353K	0.06%	133
2025 Q3	$868K	Sell	4,492 -86	-2%	-$16.7K	0.12%	77
2025 Q2	$932K	Sell	4,578 -487	-10%	-$99.6K	0.16%	64
2025 Q1	$1.09M	Sell	5,065 -63	-1%	-$13.7K	0.21%	59
2024 Q4	$1.13M	Sell	5,128 -8	-0.2%	-$1.81K	0.23%	55
2024 Q3	$1.16M	Sell	5,136 -172	-3%	-$37.2K	0.25%	48
2024 Q2	$1.1M	Sell	5,308 -195	-4%	-$37.7K	0.25%	45
2024 Q1	$1.02M	Buy	5,503 +25	+0.5%	+$4.5K	0.23%	46
2023 Q4	$1.03M	Buy	+5,478	New	+$956K	0.25%	49

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

Pasadena Private Wealth's AVB Position: Q1 2026 in Review

Pasadena Private Wealth reduced its AvalonBay Communities (AVB) stake by 20% in Q1 2026, selling an estimated $90K and leaving 2,033 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #163.

Pasadena Private Wealth first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Pasadena Private Wealth held 2,033 shares of AvalonBay Communities worth $332K as of Q1 2026.
Pasadena Private Wealth sold 515 AvalonBay Communities shares in Q1 2026, an estimated $90K.
AvalonBay Communities made up 0.05% of Pasadena Private Wealth's portfolio in Q1 2026, its #163 holding.
Pasadena Private Wealth first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
Pasadena Private Wealth's AvalonBay Communities position peaked at $1.16M in Q3 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.