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Principal Securities’s AvalonBay Communities AVB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-768
Closed -$148K – 1512
2025
Q3 		$148K Sell
768
-153
-17% -$29.8K ﹤0.01% 1418
2025
Q2 		$188K Buy
921
+5
+0.5% +$1.02K ﹤0.01% 1262
2025
Q1 		$202K Hold
916
– – ﹤0.01% 1137
2024
Q4 		$202K Buy
916
+74
+9% +$16.7K ﹤0.01% 1136
2024
Q3 		$190K Buy
842
+98
+13% +$21.2K ﹤0.01% 1121
2024
Q2 		$154K Buy
744
+52
+8% +$10.1K ﹤0.01% 1150
2024
Q1 		$128K Sell
692
-39
-5% -$7.01K ﹤0.01% 1187
2023
Q4 		$137K Buy
+731
New +$128K 0.01% 1077

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Principal Securities's AVB Position: Q4 2025 in Review

Principal Securities sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 768 shares — an estimated $148K sold.

Principal Securities first reported a position in AVB in Q4 2023 and held it in 8 quarters. The position peaked at $202K in Q1 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Principal Securities reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 768 AvalonBay Communities shares in Q4 2025, an estimated $148K.
  • Principal Securities first reported a position in AvalonBay Communities in Q4 2023 and held it in 8 quarters.
  • Principal Securities's AvalonBay Communities position peaked at $202K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.