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Schechter Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		– Sell
-911
Closed -$200K – 636
2024
Q4 		$200K Sell
911
-10
-1% -$2.26K 0.02% 580
2024
Q3 		$207K Buy
+921
New +$199K 0.02% 586
2022
Q4 		– Sell
-1,115
Closed -$205K – 863
2022
Q3 		$205K Buy
+1,115
New +$225K 0.02% 828

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schechter Investment Advisors's AVB Position: Q1 2025 in Review

Schechter Investment Advisors sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 911 shares — an estimated $200K sold.

Schechter Investment Advisors first reported a position in AVB in Q3 2022 and held it in 3 quarters. The position peaked at $207K in Q3 2024. 777 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Schechter Investment Advisors reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 911 AvalonBay Communities shares in Q1 2025, an estimated $200K.
  • Schechter Investment Advisors first reported a position in AvalonBay Communities in Q3 2022 and held it in 3 quarters.
  • Schechter Investment Advisors's AvalonBay Communities position peaked at $207K in Q3 2024.
  • 777 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.