Richard Bernstein Advisors’s AvalonBay Communities AVB Stock Holding History

Richard Bernstein 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
2026 Q1	$1.49M	Buy	+9,122	New	+$1.59M	0.04%	124
2020 Q2	–	Sell	-10,660	Closed	-$1.57M	–	254
2020 Q1	$1.57M	Hold	10,660	–	–	0.06%	152
2019 Q4	$2.23M	Hold	10,660	–	–	0.07%	168
2019 Q3	$2.29M	Hold	10,660	–	–	0.08%	174
2019 Q2	$2.17M	Buy	+10,660	New	+$2.16M	0.07%	175
2016 Q3	–	Sell	-12,565	Closed	-$2.27M	–	223
2016 Q2	$2.27M	Hold	12,565	–	–	0.22%	195
2016 Q1	$2.39M	Buy	+12,565	New	+$2.22M	0.24%	160
2014 Q2	–	Sell	-5,258	Closed	-$690K	–	251
2014 Q1	$690K	Hold	5,258	–	–	0.1%	207
2013 Q4	$622K	Hold	5,258	–	–	0.13%	211
2013 Q3	$668K	Hold	5,258	–	–	0.2%	186
2013 Q2	$709K	Buy	+5,258	New	+$703K	0.23%	155

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

Richard Bernstein Advisors's AVB Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in AvalonBay Communities (AVB) in Q1 2026: 9,122 shares worth $1.49M. The stake represents 0.04% of the portfolio and ranks #124 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in AVB as recently as Q1 2020.

Richard Bernstein Advisors first reported a position in AVB in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.39M in Q1 2016. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Richard Bernstein Advisors held 9,122 shares of AvalonBay Communities worth $1.49M as of Q1 2026.
AvalonBay Communities was a new Richard Bernstein Advisors position in Q1 2026.
AvalonBay Communities made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #124 holding.
Richard Bernstein Advisors first reported a position in AvalonBay Communities in Q2 2013 and has held it in 11 quarters since.
Richard Bernstein Advisors's AvalonBay Communities position peaked at $2.39M in Q1 2016.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.