Plato Investment Management’s AvalonBay Communities AVB Stock Holding History

Plato 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
2026 Q1	$491K	Sell	3,004 -41	-1%	-$7.16K	0.03%	348
2025 Q4	$555K	Sell	3,045 -323	-10%	-$58.6K	0.04%	337
2025 Q3	$646K	Hold	3,368	–	–	0.04%	320
2025 Q2	$683K	Buy	3,368 +6	+0.2%	+$1.23K	0.05%	306
2025 Q1	$729K	Buy	3,362 +47	+1%	+$10.2K	0.06%	284
2024 Q4	$732K	Hold	3,315	–	–	0.05%	298
2024 Q3	$746K	Hold	3,315	–	–	0.06%	279
2024 Q2	$686K	Hold	3,315	–	–	0.06%	247
2024 Q1	$615K	Buy	3,315 +2,971	+864%	+$534K	0.06%	251
2023 Q4	$64.4K	Buy	+344	New	+$60K	0.08%	202

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

Plato Investment Management's AVB Position: Q1 2026 in Review

Plato Investment Management reduced its AvalonBay Communities (AVB) stake by 1.3% in Q1 2026, selling an estimated $7.16K and leaving 3,004 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #348.

Plato Investment Management first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $746K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Plato Investment Management held 3,004 shares of AvalonBay Communities worth $491K as of Q1 2026.
Plato Investment Management sold 41 AvalonBay Communities shares in Q1 2026, an estimated $7.16K.
AvalonBay Communities made up 0.03% of Plato Investment Management's portfolio in Q1 2026, its #348 holding.
Plato Investment Management first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's AvalonBay Communities position peaked at $746K in Q3 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.