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Sheaff Brock Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Sheaff Brock 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 		$1.23M Sell
5,754
-52
-0.9% -$11.3K 0.11% 153
2024
Q4 		$1.28M Sell
5,806
-92
-2% -$20.8K 0.11% 140
2024
Q3 		$1.33M Sell
5,898
-64
-1% -$13.8K 0.12% 146
2024
Q2 		$1.23M Sell
5,962
-399
-6% -$77.1K 0.11% 145
2024
Q1 		$1.18M Buy
6,361
+69
+1% +$12.4K 0.07% 163
2023
Q4 		$1.18M Buy
6,292
+195
+3% +$34K 0.09% 155
2023
Q3 		$1.05M Hold
6,097
– – 0.09% 158
2023
Q2 		$1.15M Buy
6,097
+9
+0.1% +$1.61K 0.1% 147
2023
Q1 		$1.02M Buy
6,088
+55
+0.9% +$9.38K 0.09% 170
2022
Q4 		$974K Buy
6,033
+136
+2% +$23.1K 0.1% 173
2022
Q3 		$1.09M Buy
5,897
+119
+2% +$24K 0.12% 141
2022
Q2 		$1.12M Buy
5,778
+187
+3% +$40.5K 0.09% 143
2022
Q1 		$1.39M Buy
5,591
+362
+7% +$88.4K 0.1% 141
2021
Q4 		$1.32M Buy
5,229
+414
+9% +$98.7K 0.09% 153
2021
Q3 		$1.07M Buy
4,815
+132
+3% +$29.6K 0.08% 168
2021
Q2 		$977K Buy
4,683
+487
+12% +$97.4K 0.07% 175
2021
Q1 		$774K Buy
4,196
+343
+9% +$60K 0.06% 188
2020
Q4 		$618K Sell
3,853
-37
-1% -$5.88K 0.05% 202
2020
Q3 		$581K Buy
3,890
+45
+1% +$6.89K 0.05% 201
2020
Q2 		$595K Buy
3,845
+462
+14% +$73.1K 0.06% 201
2020
Q1 		$498K Buy
3,383
+270
+9% +$54.4K 0.07% 189
2019
Q4 		$653K Buy
3,113
+565
+22% +$121K 0.06% 205
2019
Q3 		$549K Buy
2,548
+377
+17% +$78.8K 0.06% 232
2019
Q2 		$441K Buy
2,171
+124
+6% +$25.1K 0.05% 261
2019
Q1 		$411K Buy
2,047
+167
+9% +$31.9K 0.05% 283
2018
Q4 		$327K Buy
+1,880
New +$340K 0.05% 302

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Sheaff Brock Investment Advisors's AVB Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its AvalonBay Communities (AVB) stake by 0.9% in Q1 2025, selling an estimated $11.3K and leaving 5,754 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #153.

Sheaff Brock Investment Advisors first reported a position in AVB in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.39M in Q1 2022. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Sheaff Brock Investment Advisors held 5,754 shares of AvalonBay Communities worth $1.23M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 52 AvalonBay Communities shares in Q1 2025, an estimated $11.3K.
  • AvalonBay Communities made up 0.11% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #153 holding.
  • Sheaff Brock Investment Advisors first reported a position in AvalonBay Communities in Q4 2018 and has held it in 26 quarters since.
  • Sheaff Brock Investment Advisors's AvalonBay Communities position peaked at $1.39M in Q1 2022.
  • 778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.