SAM
AVB

Sherman Asset Management’s AvalonBay Communities AVB Stock Holding History

Sherman Asset Management’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 		$99.6K Hold
528
– – 0.08% 79
2026
Q1 		$86.2K Hold
528
– – 0.08% 82
2025
Q4 		$95.7K Hold
528
– – 0.08% 84
2025
Q3 		$102K Hold
528
– – 0.09% 80
2025
Q2 		$107K Hold
528
– – 0.1% 84
2025
Q1 		$113K Hold
528
– – 0.11% 85
2024
Q4 		$116K Buy
+528
New +$119K 0.11% 82

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

Sherman Asset Management's AVB Position: Q2 2026 in Review

Sherman Asset Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 528 shares worth $99.6K. The position accounts for 0.08% of the portfolio, ranked #79.

Sherman Asset Management first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Sherman Asset Management held 528 shares of AvalonBay Communities worth $99.6K as of Q2 2026.
  • Sherman Asset Management left its AvalonBay Communities share count unchanged in Q2 2026.
  • AvalonBay Communities made up 0.08% of Sherman Asset Management's portfolio in Q2 2026, its #79 holding.
  • Sherman Asset Management first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's AvalonBay Communities position peaked at $116K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.