PCP
AVB

Perbak Capital Partners’s AvalonBay Communities AVB Stock Holding History

Perbak Capital Partners’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
Q3 		– Sell
-2,441
Closed -$497K – 297
2025
Q2 		$497K Buy
2,441
+894
+58% +$183K 0.11% 179
2025
Q1 		$332K Buy
+1,547
New +$336K 0.25% 95

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perbak Capital Partners's AVB Position: Q3 2025 in Review

Perbak Capital Partners sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 2,441 shares — an estimated $497K sold.

Perbak Capital Partners first reported a position in AVB in Q1 2025 and held it in 2 quarters. The position peaked at $497K in Q2 2025. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Perbak Capital Partners reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 2,441 AvalonBay Communities shares in Q3 2025, an estimated $497K.
  • Perbak Capital Partners first reported a position in AvalonBay Communities in Q1 2025 and held it in 2 quarters.
  • Perbak Capital Partners's AvalonBay Communities position peaked at $497K in Q2 2025.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Perbak Capital Partners's 13F filing for Q3 2025, filed 13 Nov 2025.