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 Q2	$564K	Hold	3,004	–	–	0.03%	349
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Plato Investment Management's AVB Position: Q2 2026 in Review

Plato Investment Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 3,004 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #349.

Plato Investment Management first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $746K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Plato Investment Management held 3,004 shares of AvalonBay Communities worth $564K as of Q2 2026.
Plato Investment Management left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up 0.03% of Plato Investment Management's portfolio in Q2 2026, its #349 holding.
Plato Investment Management first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's AvalonBay Communities position peaked at $746K in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.