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Root Financial Partners’s AvalonBay Communities AVB Stock Holding History

Root Financial Partners’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 		$1.14K Sell
7
-26
-79% -$4.54K ﹤0.01% 2557
2025
Q4 		$5.98K Buy
33
+13
+65% +$2.36K ﹤0.01% 1707
2025
Q3 		$3.86K Buy
+20
New +$3.9K ﹤0.01% 1809

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's AVB Position: Q1 2026 in Review

Root Financial Partners reduced its AvalonBay Communities (AVB) stake by 79% in Q1 2026, selling an estimated $4.54K and leaving 7 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Root Financial Partners first reported a position in AVB in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.98K in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Root Financial Partners held 7 shares of AvalonBay Communities worth $1.14K as of Q1 2026.
  • Root Financial Partners sold 26 AvalonBay Communities shares in Q1 2026, an estimated $4.54K.
  • AvalonBay Communities made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2557 holding.
  • Root Financial Partners first reported a position in AvalonBay Communities in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's AvalonBay Communities position peaked at $5.98K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.