RWPA
AVB

Richard W. Paul & Associates’s AvalonBay Communities AVB Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-92
Closed -$20.2K – 344
2024
Q4 		$20.2K Hold
92
– – 0.01% 256
2024
Q3 		$20.7K Hold
92
– – 0.01% 251
2024
Q2 		$19K Hold
92
– – 0.01% 257
2024
Q1 		$17.1K Buy
+92
New +$16.5K 0.01% 275

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Richard W. Paul & Associates's AVB Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 92 shares — an estimated $20.2K sold.

Richard W. Paul & Associates first reported a position in AVB in Q1 2024 and held it in 4 quarters. The position peaked at $20.7K in Q3 2024. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 92 AvalonBay Communities shares in Q1 2025, an estimated $20.2K.
  • Richard W. Paul & Associates first reported a position in AvalonBay Communities in Q1 2024 and held it in 4 quarters.
  • Richard W. Paul & Associates's AvalonBay Communities position peaked at $20.7K in Q3 2024.
  • 778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.