Rothschild Investment LLC’s AvalonBay Communities AVB Stock Holding History

Rothschild Investment LLC’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	$19.4K	Sell	119 -11	-8%	-$1.92K	﹤0.01%	1427
2025 Q4	$23.6K	Buy	130 +25	+24%	+$4.54K	﹤0.01%	1268
2025 Q3	$20.3K	Sell	105 -11	-9%	-$2.14K	﹤0.01%	1227
2025 Q2	$23.6K	Buy	116 +37	+47%	+$7.57K	﹤0.01%	982
2025 Q1	$17K	Buy	79 +7	+10%	+$1.52K	﹤0.01%	1043
2024 Q4	$15.8K	Buy	72 +9	+14%	+$2.03K	﹤0.01%	1061
2024 Q3	$14.2K	Sell	63 -1	-2%	-$216	﹤0.01%	1075
2024 Q2	$13.2K	Buy	64 +31	+94%	+$5.99K	﹤0.01%	1060
2024 Q1	$6.12K	Buy	33 +22	+200%	+$3.96K	﹤0.01%	1115
2023 Q4	$2.06K	Buy	+11	New	+$1.92K	﹤0.01%	1144

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

Rothschild Investment LLC's AVB Position: Q1 2026 in Review

Rothschild Investment LLC reduced its AvalonBay Communities (AVB) stake by 8.5% in Q1 2026, selling an estimated $1.92K and leaving 119 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Rothschild Investment LLC first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.6K in Q2 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Rothschild Investment LLC held 119 shares of AvalonBay Communities worth $19.4K as of Q1 2026.
Rothschild Investment LLC sold 11 AvalonBay Communities shares in Q1 2026, an estimated $1.92K.
AvalonBay Communities made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1427 holding.
Rothschild Investment LLC first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's AvalonBay Communities position peaked at $23.6K in Q2 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.