RIL
AVB

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
Q2 		$198K Buy
1,049
+930
+782% +$168K 0.01% 863
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's AVB Position: Q2 2026 in Review

Rothschild Investment LLC increased its AvalonBay Communities (AVB) stake by 782% in Q2 2026, buying an estimated $168K and bringing the position to 1,049 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #863.

Rothschild Investment LLC first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Rothschild Investment LLC held 1,049 shares of AvalonBay Communities worth $198K as of Q2 2026.
  • Rothschild Investment LLC bought 930 AvalonBay Communities shares in Q2 2026, an estimated $168K.
  • AvalonBay Communities made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #863 holding.
  • Rothschild Investment LLC first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.