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Quotient Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Quotient Wealth Partners’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
-1,346
Closed -$260K – 354
2025
Q3 		$260K Sell
1,346
-30
-2% -$5.84K 0.01% 301
2025
Q2 		$280K Sell
1,376
-96
-7% -$19.6K 0.01% 284
2025
Q1 		$316K Sell
1,472
-437
-23% -$94.9K 0.01% 249
2024
Q4 		$420K Sell
1,909
-644
-25% -$145K 0.01% 196
2024
Q3 		$575K Sell
2,553
-197
-7% -$42.6K 0.02% 159
2024
Q2 		$569K Buy
2,750
+1,519
+123% +$294K 0.02% 161
2024
Q1 		$228K Buy
+1,231
New +$221K 0.01% 280

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

Quotient Wealth Partners's AVB Position: Q4 2025 in Review

Quotient Wealth Partners sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 1,346 shares — an estimated $260K sold.

Quotient Wealth Partners first reported a position in AVB in Q1 2024 and held it in 7 quarters. The position peaked at $575K in Q3 2024. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Quotient Wealth Partners reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,346 AvalonBay Communities shares in Q4 2025, an estimated $260K.
  • Quotient Wealth Partners first reported a position in AvalonBay Communities in Q1 2024 and held it in 7 quarters.
  • Quotient Wealth Partners's AvalonBay Communities position peaked at $575K in Q3 2024.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.