Patrick M. Sweeney & Associates’s AvalonBay Communities AVB Stock Holding History

Patrick M. Sweeney & Associates’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	$227K	Sell	1,391 -24	-2%	-$4.19K	0.15%	155
2025 Q4	$257K	Buy	1,415 +6	+0.4%	+$1.09K	0.16%	140
2025 Q3	$272K	Hold	1,409	–	–	0.18%	130
2025 Q2	$285K	Buy	1,409 +141	+11%	+$28.8K	0.2%	122
2025 Q1	$272K	Hold	1,268	–	–	0.2%	122
2024 Q4	$279K	Hold	1,268	–	–	0.21%	118
2024 Q3	$286K	Buy	1,268 +50	+4%	+$10.8K	0.21%	118
2024 Q2	$252K	Buy	+1,218	New	+$235K	0.2%	119

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

Patrick M. Sweeney & Associates's AVB Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its AvalonBay Communities (AVB) stake by 1.7% in Q1 2026, selling an estimated $4.19K and leaving 1,391 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #155.

Patrick M. Sweeney & Associates first reported a position in AVB in Q2 2024 and has held it in 8 quarters since. The position peaked at $286K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Patrick M. Sweeney & Associates held 1,391 shares of AvalonBay Communities worth $227K as of Q1 2026.
Patrick M. Sweeney & Associates sold 24 AvalonBay Communities shares in Q1 2026, an estimated $4.19K.
AvalonBay Communities made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #155 holding.
Patrick M. Sweeney & Associates first reported a position in AvalonBay Communities in Q2 2024 and has held it in 8 quarters since.
Patrick M. Sweeney & Associates's AvalonBay Communities position peaked at $286K in Q3 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.