Polymer Capital Management’s AvalonBay Communities AVB Stock Holding History

Polymer Capital 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	$1.7M	Sell	9,011 -5,576	-38%	-$1.01M	0.23%	99
2026 Q1	$2.38M	Buy	14,587 +1,061	+8%	+$185K	0.24%	96
2025 Q4	$2.45M	Buy	13,526 +9,993	+283%	+$1.81M	0.26%	81
2025 Q3	$682K	Sell	3,533 -3,452	-49%	-$672K	0.07%	330
2025 Q2	$1.42M	Buy	6,985 +3,310	+90%	+$677K	0.17%	142
2025 Q1	$789K	Sell	3,675 -79	-2%	-$17.1K	0.2%	91
2024 Q4	$826K	Buy	+3,754	New	+$848K	0.22%	76

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

Polymer Capital Management's AVB Position: Q2 2026 in Review

Polymer Capital Management reduced its AvalonBay Communities (AVB) stake by 38% in Q2 2026, selling an estimated $1.01M and leaving 9,011 shares worth $1.7M. The position accounts for 0.23% of the portfolio, ranked #99.

Polymer Capital Management first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q4 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Polymer Capital Management held 9,011 shares of AvalonBay Communities worth $1.7M as of Q2 2026.
Polymer Capital Management sold 5,576 AvalonBay Communities shares in Q2 2026, an estimated $1.01M.
AvalonBay Communities made up 0.23% of Polymer Capital Management's portfolio in Q2 2026, its #99 holding.
Polymer Capital Management first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
Polymer Capital Management's AvalonBay Communities position peaked at $2.45M in Q4 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.