Realta Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Realta Investment 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
2023 Q1	–	Sell	-1,286	Closed	-$208K	–	444
2022 Q4	$208K	Buy	1,286 +110	+9%	+$18.7K	0.05%	383
2022 Q3	$217K	Buy	1,176 +116	+11%	+$23.4K	0.06%	345
2022 Q2	$208K	Buy	1,060 +50	+5%	+$10.8K	0.05%	347
2022 Q1	$251K	Sell	1,010 -200	-17%	-$48.9K	0.05%	337
2021 Q4	$306K	Hold	1,210	–	–	0.07%	307
2021 Q3	$268K	Hold	1,210	–	–	0.06%	321
2021 Q2	$253K	Buy	1,210 +120	+11%	+$24K	0.06%	323
2021 Q1	$201K	Buy	+1,090	New	+$191K	0.05%	351
2020 Q1	–	Sell	-172	Closed	-$37K	–	373
2019 Q4	$37K	Buy	172 +22	+15%	+$4.71K	0.01%	744
2019 Q3	$33K	Hold	150	–	–	0.01%	777
2019 Q2	$30K	Hold	150	–	–	0.01%	805
2019 Q1	$30K	Buy	+150	New	+$28.7K	0.01%	670

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Realta Investment Advisors's AVB Position: Q1 2023 in Review

Realta Investment Advisors sold out of AvalonBay Communities (AVB) in Q1 2023, closing a stake of 1,286 shares — an estimated $208K sold.

Realta Investment Advisors first reported a position in AVB in Q1 2019 and held it in 12 quarters. The position peaked at $306K in Q4 2021. 635 funds tracked by Wall St. Rank hold AVB as of Q1 2023.

Realta Investment Advisors reported no remaining AvalonBay Communities position as of Q1 2023 after selling out during the quarter.
Realta Investment Advisors sold 1,286 AvalonBay Communities shares in Q1 2023, an estimated $208K.
Realta Investment Advisors first reported a position in AvalonBay Communities in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's AvalonBay Communities position peaked at $306K in Q4 2021.
635 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.