Raymond James Financial’s AvalonBay Communities AVB Stock Holding History

Raymond James Financial’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 Q1	$17.7M	Sell	108,597 -113,603	-51%	-$19.8M	0.01%	1564
2025 Q4	$40.3M	Sell	222,200 -45,173	-17%	-$8.2M	0.01%	954
2025 Q3	$51.6M	Buy	267,373 +59,197	+28%	+$11.5M	0.02%	788
2025 Q2	$42.4M	Buy	208,176 +46,224	+29%	+$9.45M	0.01%	854
2025 Q1	$34.8M	Buy	161,952 +2,142	+1%	+$465K	0.01%	932
2024 Q4	$35.2M	Buy	+159,810	New	+$36.1M	0.01%	930

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's AVB Position: Q1 2026 in Review

Raymond James Financial reduced its AvalonBay Communities (AVB) stake by 51% in Q1 2026, selling an estimated $19.8M and leaving 108,597 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #1564.

Raymond James Financial first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.6M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Raymond James Financial held 108,597 shares of AvalonBay Communities worth $17.7M as of Q1 2026.
Raymond James Financial sold 113,603 AvalonBay Communities shares in Q1 2026, an estimated $19.8M.
AvalonBay Communities made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1564 holding.
Raymond James Financial first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's AvalonBay Communities position peaked at $51.6M in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.