PMA
AVB

Prudent Man Advisors’s AvalonBay Communities AVB Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-1,464
Closed -$298K – 136
2025
Q2 		$298K Buy
1,464
+18
+1% +$3.68K 0.09% 139
2025
Q1 		$310K Hold
1,446
– – 0.11% 134
2024
Q4 		$318K Sell
1,446
-151
-9% -$34.1K 0.12% 130
2024
Q3 		$360K Hold
1,597
– – 0.12% 130
2024
Q2 		$330K Buy
1,597
+84
+6% +$16.2K 0.12% 129
2024
Q1 		$281K Buy
+1,513
New +$272K 0.11% 137

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prudent Man Advisors's AVB Position: Q3 2025 in Review

Prudent Man Advisors sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 1,464 shares — an estimated $298K sold.

Prudent Man Advisors first reported a position in AVB in Q1 2024 and held it in 6 quarters. The position peaked at $360K in Q3 2024. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Prudent Man Advisors reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 1,464 AvalonBay Communities shares in Q3 2025, an estimated $298K.
  • Prudent Man Advisors first reported a position in AvalonBay Communities in Q1 2024 and held it in 6 quarters.
  • Prudent Man Advisors's AvalonBay Communities position peaked at $360K in Q3 2024.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.