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Stonegate Investment Group’s AvalonBay Communities AVB Stock Holding History

Stonegate Investment Group’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 		$822K Buy
4,257
+1,356
+47% +$264K 0.02% 198
2025
Q2 		$590K Buy
2,901
+324
+13% +$66.3K 0.01% 225
2025
Q1 		$553K Sell
2,577
-117
-4% -$25.4K 0.01% 205
2024
Q4 		$593K Sell
2,694
-6
-0.2% -$1.35K 0.02% 197
2024
Q3 		$608K Sell
2,700
-9
-0.3% -$1.94K 0.02% 207
2024
Q2 		$560K Buy
2,709
+11
+0.4% +$2.13K 0.02% 212
2024
Q1 		$501K Buy
2,698
+200
+8% +$36K 0.02% 217
2023
Q4 		$468K Buy
2,498
+98
+4% +$17.1K 0.02% 216
2023
Q3 		$412K Sell
2,400
-6
-0.2% -$1.11K 0.02% 213
2023
Q2 		$455K Buy
2,406
+215
+10% +$38.4K 0.02% 210
2023
Q1 		$368K Buy
2,191
+125
+6% +$21.3K 0.01% 232
2022
Q4 		$334K Buy
+2,066
New +$352K 0.01% 234

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonegate Investment Group's AVB Position: Q3 2025 in Review

Stonegate Investment Group increased its AvalonBay Communities (AVB) stake by 47% in Q3 2025, buying an estimated $264K and bringing the position to 4,257 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #198.

Stonegate Investment Group first reported a position in AVB in Q4 2022 and has held it in 12 quarters since. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Stonegate Investment Group held 4,257 shares of AvalonBay Communities worth $822K as of Q3 2025.
  • Stonegate Investment Group bought 1,356 AvalonBay Communities shares in Q3 2025, an estimated $264K.
  • AvalonBay Communities made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #198 holding.
  • Stonegate Investment Group first reported a position in AvalonBay Communities in Q4 2022 and has held it in 12 quarters since.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.