Stephens Consulting’s AvalonBay Communities AVB Stock Holding History

Stephens Consulting’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	-5	Closed	-$1.02K	–	458
2025 Q2	$1.02K	Buy	+5	New	+$1.02K	﹤0.01%	662

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's AVB Position: Q3 2025 in Review

Stephens Consulting sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 5 shares — an estimated $1.02K sold.

Stephens Consulting first reported a position in AVB in Q2 2025 and held it in 1 quarter. The position peaked at $1.02K in Q2 2025. 740 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

Stephens Consulting reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 5 AvalonBay Communities shares in Q3 2025, an estimated $1.02K.
Stephens Consulting first reported a position in AvalonBay Communities in Q2 2025 and held it in 1 quarter.
Stephens Consulting's AvalonBay Communities position peaked at $1.02K in Q2 2025.
740 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.