Sterling Investment Management’s AvalonBay Communities AVB Stock Holding History

Sterling Investment 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	$621K	Sell	3,293 -1,530	-32%	-$277K	0.34%	48
2026 Q1	$788K	Hold	4,823	–	–	0.47%	43
2025 Q4	$874K	Sell	4,823 -1,130	-19%	-$205K	0.5%	47
2025 Q3	$1.15M	Hold	5,953	–	–	0.69%	38
2025 Q2	$1.21M	Hold	5,953	–	–	0.8%	36
2025 Q1	$1.28M	Sell	5,953 -1,488	-20%	-$323K	0.91%	33
2024 Q4	$1.64M	Sell	7,441 -1,597	-18%	-$361K	1.29%	28
2024 Q3	$2.04M	Hold	9,038	–	–	1.54%	26
2024 Q2	$1.87M	Hold	9,038	–	–	1.42%	26
2024 Q1	$1.68M	Buy	9,038 +359	+4%	+$64.6K	1.18%	27
2023 Q4	$1.62M	Buy	+8,679	New	+$1.51M	1.19%	30

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Sterling Investment Management's AVB Position: Q2 2026 in Review

Sterling Investment Management reduced its AvalonBay Communities (AVB) stake by 32% in Q2 2026, selling an estimated $277K and leaving 3,293 shares worth $621K. The position accounts for 0.34% of the portfolio, ranked #48.

Sterling Investment Management first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2024. 127 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Sterling Investment Management held 3,293 shares of AvalonBay Communities worth $621K as of Q2 2026.
Sterling Investment Management sold 1,530 AvalonBay Communities shares in Q2 2026, an estimated $277K.
AvalonBay Communities made up 0.34% of Sterling Investment Management's portfolio in Q2 2026, its #48 holding.
Sterling Investment Management first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
Sterling Investment Management's AvalonBay Communities position peaked at $2.04M in Q3 2024.
127 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.