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Savant Capital’s AvalonBay Communities AVB Stock Holding History

Savant Capital’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 		– Sell
-1,107
Closed -$201K – 1508
2025
Q4 		$201K Sell
1,107
-769
-41% -$140K ﹤0.01% 1296
2025
Q3 		$362K Buy
1,876
+417
+29% +$81.2K ﹤0.01% 931
2025
Q2 		$297K Buy
1,459
+173
+13% +$35.4K ﹤0.01% 960
2025
Q1 		$276K Buy
1,286
+22
+2% +$4.78K ﹤0.01% 876
2024
Q4 		$278K Buy
1,264
+101
+9% +$22.8K ﹤0.01% 1149
2024
Q3 		$262K Buy
1,163
+46
+4% +$9.94K ﹤0.01% 1153
2024
Q2 		$231K Sell
1,117
-81
-7% -$15.7K ﹤0.01% 1082
2024
Q1 		$222K Buy
+1,198
New +$215K ﹤0.01% 997
2022
Q2 		– Sell
-843
Closed -$209K – 560
2022
Q1 		$209K Sell
843
-28
-3% -$6.84K 0.01% 539
2021
Q4 		$220K Buy
+871
New +$208K 0.01% 523
2017
Q3 		– Sell
-1,140
Closed -$219K – 272
2017
Q2 		$219K Buy
1,140
+50
+5% +$9.56K 0.05% 251
2017
Q1 		$200K Sell
1,090
-60
-5% -$10.8K 0.05% 255
2016
Q4 		$204K Buy
+1,150
New +$194K 0.05% 246
2016
Q3 		– Sell
-1,110
Closed -$200K – 249
2016
Q2 		$200K Sell
1,110
-30
-3% -$5.41K 0.06% 243
2016
Q1 		$217K Buy
+1,140
New +$201K 0.07% 209

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

Savant Capital's AVB Position: Q1 2026 in Review

Savant Capital sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,107 shares — an estimated $201K sold.

Savant Capital first reported a position in AVB in Q1 2016 and held it in 15 quarters. The position peaked at $362K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Savant Capital reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Savant Capital sold 1,107 AvalonBay Communities shares in Q1 2026, an estimated $201K.
  • Savant Capital first reported a position in AvalonBay Communities in Q1 2016 and held it in 15 quarters.
  • Savant Capital's AvalonBay Communities position peaked at $362K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.