PF
AVB icon

Phoenix Financial’s AvalonBay Communities AVB Stock Holding History

Phoenix Financial’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 		$308K Buy
1,884
+171
+10% +$29.9K ﹤0.01% 379
2025
Q4 		$311K Buy
1,713
+92
+6% +$16.7K ﹤0.01% 376
2025
Q3 		$314K Buy
1,621
+478
+42% +$93.1K ﹤0.01% 378
2025
Q2 		$233K Buy
1,143
+142
+14% +$29K ﹤0.01% 378
2025
Q1 		$216K Sell
1,001
-77
-7% -$16.7K ﹤0.01% 338
2024
Q4 		$237K Sell
1,078
-385
-26% -$86.9K ﹤0.01% 331
2024
Q3 		$330K Buy
1,463
+370
+34% +$79.9K ﹤0.01% 284
2024
Q2 		$226K Buy
+1,093
New +$211K ﹤0.01% 312

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phoenix Financial's AVB Position: Q1 2026 in Review

Phoenix Financial increased its AvalonBay Communities (AVB) stake by 10% in Q1 2026, buying an estimated $29.9K and bringing the position to 1,884 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Phoenix Financial first reported a position in AVB in Q2 2024 and has held it in 8 quarters since. The position peaked at $330K in Q3 2024. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Phoenix Financial held 1,884 shares of AvalonBay Communities worth $308K as of Q1 2026.
  • Phoenix Financial bought 171 AvalonBay Communities shares in Q1 2026, an estimated $29.9K.
  • AvalonBay Communities made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #379 holding.
  • Phoenix Financial first reported a position in AvalonBay Communities in Q2 2024 and has held it in 8 quarters since.
  • Phoenix Financial's AvalonBay Communities position peaked at $330K in Q3 2024.
  • 744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.