Spirit of America Management Corp’s AvalonBay Communities AVB Stock Holding History

Spirit of America Management Corp’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	$1.22M	Sell	6,490 -2,100	-24%	-$380K	0.23%	112
2026 Q1	$1.4M	Sell	8,590 -2,300	-21%	-$402K	0.28%	100
2025 Q4	$1.97M	Sell	10,890 -6,400	-37%	-$1.16M	0.42%	67
2025 Q3	$3.34M	Hold	17,290	–	–	0.67%	40
2025 Q2	$3.52M	Buy	17,290 +400	+2%	+$81.8K	0.73%	37
2025 Q1	$3.62M	Buy	16,890 +1,700	+11%	+$369K	0.73%	35
2024 Q4	$3.34M	Hold	15,190	–	–	0.68%	40
2024 Q3	$3.42M	Buy	15,190 +200	+1%	+$43.2K	0.68%	38
2024 Q2	$3.1M	Sell	14,990 -200	-1%	-$38.7K	0.63%	39
2024 Q1	$2.82M	Sell	15,190 -200	-1%	-$36K	0.57%	43
2023 Q4	$2.88M	Hold	15,390	–	–	0.63%	35
2023 Q3	$2.64M	Hold	15,390	–	–	0.6%	38
2023 Q2	$2.91M	Hold	15,390	–	–	0.66%	38
2023 Q1	$2.59M	Hold	15,390	–	–	0.58%	43
2022 Q4	$2.49M	Sell	15,390 -1,400	-8%	-$238K	0.56%	46
2022 Q3	$3.09M	Hold	16,790	–	–	0.73%	32
2022 Q2	$3.26M	Hold	16,790	–	–	0.74%	34
2022 Q1	$4.17M	Buy	16,790 +3,950	+31%	+$965K	0.82%	33
2021 Q4	$3.24M	Buy	12,840 +500	+4%	+$119K	0.65%	44
2021 Q3	$2.73M	Buy	12,340 +2,150	+21%	+$483K	0.59%	52
2021 Q2	$2.13M	Buy	10,190 +2,400	+31%	+$480K	0.45%	61
2021 Q1	$1.44M	Sell	7,790 -550	-7%	-$96.2K	0.34%	79
2020 Q4	$1.34M	Sell	8,340 -2,950	-26%	-$469K	0.34%	90
2020 Q3	$1.69M	Sell	11,290 -400	-3%	-$61.2K	0.46%	65
2020 Q2	$1.81M	Hold	11,690	–	–	0.46%	55
2020 Q1	$1.72M	Buy	11,690 +100	+0.9%	+$20.1K	0.55%	46
2019 Q4	$2.43M	Sell	11,590 -1,150	-9%	-$246K	0.42%	54
2019 Q3	$2.74M	Sell	12,740 -900	-7%	-$188K	0.44%	55
2019 Q2	$2.77M	Hold	13,640	–	–	0.42%	54
2019 Q1	$2.74M	Hold	13,640	–	–	0.4%	54
2018 Q4	$2.37M	Hold	13,640	–	–	0.37%	62
2018 Q3	$2.47M	Sell	13,640 -250	-2%	-$44.7K	0.31%	67
2018 Q2	$2.39M	Hold	13,890	–	–	0.29%	68
2018 Q1	$2.28M	Sell	13,890 -900	-6%	-$148K	0.3%	72
2017 Q4	$2.64M	Hold	14,790	–	–	0.29%	69
2017 Q3	$2.64M	Sell	14,790 -450	-3%	-$84.3K	0.28%	72
2017 Q2	$2.93M	Hold	15,240	–	–	0.32%	62
2017 Q1	$2.8M	Sell	15,240 -1,500	-9%	-$269K	0.3%	68
2016 Q4	$2.96M	Sell	16,740 -1,550	-8%	-$261K	0.35%	66
2016 Q3	$3.25M	Hold	18,290	–	–	0.42%	59
2016 Q2	$3.3M	Sell	18,290 -5,370	-23%	-$967K	0.48%	53
2016 Q1	$4.5M	Sell	23,660 -6,340	-21%	-$1.12M	0.8%	38
2015 Q4	$5.52M	Hold	30,000	–	–	1.06%	28
2015 Q3	$5.25M	Hold	30,000	–	–	1.09%	23
2015 Q2	$4.8M	Hold	30,000	–	–	0.93%	27
2015 Q1	$5.23M	Hold	30,000	–	–	1.11%	18
2014 Q4	$4.9M	Hold	30,000	–	–	1.25%	17
2014 Q3	$4.23M	Hold	30,000	–	–	1.29%	13
2014 Q2	$4.27M	Buy	30,000 +600	+2%	+$82.9K	1.7%	5
2014 Q1	$3.86M	Buy	+29,400	New	+$3.71M	1.59%	6

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Spirit of America Management Corp's AVB Position: Q2 2026 in Review

Spirit of America Management Corp reduced its AvalonBay Communities (AVB) stake by 24% in Q2 2026, selling an estimated $380K and leaving 6,490 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #112.

Spirit of America Management Corp first reported a position in AVB in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.52M in Q4 2015. 364 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Spirit of America Management Corp held 6,490 shares of AvalonBay Communities worth $1.22M as of Q2 2026.
Spirit of America Management Corp sold 2,100 AvalonBay Communities shares in Q2 2026, an estimated $380K.
AvalonBay Communities made up 0.23% of Spirit of America Management Corp's portfolio in Q2 2026, its #112 holding.
Spirit of America Management Corp first reported a position in AvalonBay Communities in Q1 2014 and has held it in 50 quarters since.
Spirit of America Management Corp's AvalonBay Communities position peaked at $5.52M in Q4 2015.
364 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.