RA
AVB

Rise Advisors’s AvalonBay Communities AVB Stock Holding History

Rise 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
2025
Q4 		– Sell
-67
Closed -$12.9K – 215
2025
Q3 		$12.9K Buy
67
+9
+16% +$1.75K ﹤0.01% 853
2025
Q2 		$11.9K Hold
58
– – ﹤0.01% 880
2025
Q1 		$12.5K Sell
58
-4
-6% -$868 0.01% 834
2024
Q4 		$13.5K Sell
62
-38
-38% -$8.58K 0.01% 877
2024
Q3 		$22.5K Buy
100
+1
+1% +$216 0.01% 615
2024
Q2 		$20.5K Buy
99
+1
+1% +$193 0.01% 624
2024
Q1 		$18.2K Buy
98
+60
+158% +$10.8K 0.01% 706
2023
Q4 		$7.08K Hold
38
– – ﹤0.01% 353
2023
Q3 		$6.54K Sell
38
-6
-14% -$1.11K 0.01% 350
2023
Q2 		$8.27K Sell
44
-70
-61% -$12.5K 0.01% 364
2023
Q1 		$19.2K Sell
114
-15
-12% -$2.56K 0.01% 257
2022
Q4 		$20.8K Buy
129
+1
+0.8% +$170 0.02% 246
2022
Q3 		$24K Buy
128
+1
+0.8% +$202 0.02% 218
2022
Q2 		$25K Buy
127
+7
+6% +$1.52K 0.03% 208
2022
Q1 		$30K Hold
120
– – 0.03% 203
2021
Q4 		$30.2K Buy
+120
New +$28.6K 0.03% 200

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rise Advisors's AVB Position: Q4 2025 in Review

Rise Advisors sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 67 shares — an estimated $12.9K sold.

Rise Advisors first reported a position in AVB in Q4 2021 and held it in 16 quarters. The position peaked at $30.2K in Q4 2021. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Rise Advisors reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 67 AvalonBay Communities shares in Q4 2025, an estimated $12.9K.
  • Rise Advisors first reported a position in AvalonBay Communities in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's AvalonBay Communities position peaked at $30.2K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.