SAI
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Savvy Advisors Inc’s AvalonBay Communities AVB Stock Holding History

Savvy Advisors Inc’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 		$1.4M Buy
8,541
+683
+9% +$119K 0.04% 352
2025
Q4 		$1.42M Buy
7,858
+626
+9% +$114K 0.05% 294
2025
Q3 		$1.4M Buy
7,232
+995
+16% +$194K 0.06% 212
2025
Q2 		$1.27M Buy
6,237
+448
+8% +$91.6K 0.08% 176
2025
Q1 		$1.24M Buy
5,789
+202
+4% +$43.9K 0.12% 137
2024
Q4 		$1.23M Buy
5,587
+869
+18% +$196K 0.15% 117
2024
Q3 		$1.06M Buy
4,718
+707
+18% +$153K 0.22% 93
2024
Q2 		$830K Buy
+4,011
New +$775K 0.27% 88

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

Savvy Advisors Inc's AVB Position: Q1 2026 in Review

Savvy Advisors Inc increased its AvalonBay Communities (AVB) stake by 8.7% in Q1 2026, buying an estimated $119K and bringing the position to 8,541 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #352.

Savvy Advisors Inc first reported a position in AVB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Savvy Advisors Inc held 8,541 shares of AvalonBay Communities worth $1.4M as of Q1 2026.
  • Savvy Advisors Inc bought 683 AvalonBay Communities shares in Q1 2026, an estimated $119K.
  • AvalonBay Communities made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #352 holding.
  • Savvy Advisors Inc first reported a position in AvalonBay Communities in Q2 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's AvalonBay Communities position peaked at $1.42M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.