PIM
AVB

Perpetual Investment Management’s AvalonBay Communities AVB Stock Holding History

Perpetual Investment Management’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
2022
Q4 		– Sell
-1,100
Closed -$203K – 214
2022
Q3 		$203K Hold
1,100
– – 0.03% 205
2022
Q2 		$214K Hold
1,100
– – 0.03% 205
2022
Q1 		$273K Hold
1,100
– – 0.03% 198
2021
Q4 		$278K Buy
+1,100
New +$262K 0.03% 198
2021
Q2 		– Sell
-1,300
Closed -$239K – 213
2021
Q1 		$239K Hold
1,300
– – 0.04% 187
2020
Q4 		$205K Buy
+1,300
New +$207K 0.03% 218

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Perpetual Investment Management's AVB Position: Q4 2022 in Review

Perpetual Investment Management sold out of AvalonBay Communities (AVB) in Q4 2022, closing a stake of 1,100 shares — an estimated $203K sold.

Perpetual Investment Management first reported a position in AVB in Q4 2020 and held it in 6 quarters. The position peaked at $278K in Q4 2021. 635 funds tracked by Wall St. Rank hold AVB as of Q4 2022.

  • Perpetual Investment Management reported no remaining AvalonBay Communities position as of Q4 2022 after selling out during the quarter.
  • Perpetual Investment Management sold 1,100 AvalonBay Communities shares in Q4 2022, an estimated $203K.
  • Perpetual Investment Management first reported a position in AvalonBay Communities in Q4 2020 and held it in 6 quarters.
  • Perpetual Investment Management's AvalonBay Communities position peaked at $278K in Q4 2021.
  • 635 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.