Smartleaf Asset Management’s AvalonBay Communities AVB Stock Holding History

Smartleaf 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 Q1	$455K	Sell	2,813 -129	-4%	-$22.5K	0.02%	550
2025 Q4	$544K	Sell	2,942 -110	-4%	-$20K	0.02%	513
2025 Q3	$591K	Buy	3,052 +751	+33%	+$146K	0.04%	443
2025 Q2	$470K	Sell	2,301 -356	-13%	-$72.8K	0.04%	385
2025 Q1	$568K	Sell	2,657 -127	-5%	-$27.6K	0.05%	330
2024 Q4	$612K	Buy	2,784 +255	+10%	+$57.6K	0.06%	302
2024 Q3	$570K	Buy	2,529 +295	+13%	+$63.7K	0.07%	282
2024 Q2	$461K	Buy	2,234 +209	+10%	+$40.4K	0.08%	252
2024 Q1	$372K	Buy	2,025 +235	+13%	+$42.3K	0.07%	254
2023 Q4	$339K	Buy	+1,790	New	+$312K	0.09%	218

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smartleaf Asset Management's AVB Position: Q1 2026 in Review

Smartleaf Asset Management reduced its AvalonBay Communities (AVB) stake by 4.4% in Q1 2026, selling an estimated $22.5K and leaving 2,813 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #550.

Smartleaf Asset Management first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q4 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Smartleaf Asset Management held 2,813 shares of AvalonBay Communities worth $455K as of Q1 2026.
Smartleaf Asset Management sold 129 AvalonBay Communities shares in Q1 2026, an estimated $22.5K.
AvalonBay Communities made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #550 holding.
Smartleaf Asset Management first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's AvalonBay Communities position peaked at $612K in Q4 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.