SO
AVB

Sierra Ocean’s AvalonBay Communities AVB Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-80
Closed -$16.4K – 127
2025
Q2 		$16.4K Hold
80
– – 0.01% 368
2025
Q1 		$17.3K Buy
80
+23
+40% +$4.99K 0.01% 327
2024
Q4 		$12.7K Buy
+57
New +$12.9K 0.01% 379

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sierra Ocean's AVB Position: Q3 2025 in Review

Sierra Ocean sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 80 shares — an estimated $16.4K sold.

Sierra Ocean first reported a position in AVB in Q4 2024 and held it in 3 quarters. The position peaked at $17.3K in Q1 2025. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Sierra Ocean reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 80 AvalonBay Communities shares in Q3 2025, an estimated $16.4K.
  • Sierra Ocean first reported a position in AvalonBay Communities in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's AvalonBay Communities position peaked at $17.3K in Q1 2025.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.