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Summit Securities Group’s AvalonBay Communities AVB Stock Holding History

Summit Securities 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
2026
Q1 		$3.76K Sell
23
-188
-89% -$32.8K ﹤0.01% 846
2025
Q4 		$38.3K Sell
211
-34
-14% -$6.17K 0.01% 671
2025
Q3 		$47.3K Buy
245
+149
+155% +$29K 0.01% 578
2025
Q2 		$19.5K Buy
+96
New +$19.6K ﹤0.01% 733
2024
Q3 		– Sell
-100
Closed -$21K – 572
2024
Q2 		$21K Sell
100
-100
-50% -$19.3K ﹤0.01% 376
2024
Q1 		$37K Buy
+200
New +$36K 0.01% 273
2023
Q3 		– Sell
-286
Closed -$54K – 570
2023
Q2 		$54K Sell
286
-34
-11% -$6.07K 0.01% 393
2023
Q1 		$54K Buy
320
+178
+125% +$30.4K ﹤0.01% 403
2022
Q4 		$23K Sell
142
-196
-58% -$33.4K ﹤0.01% 877
2022
Q3 		$62K Buy
338
+45
+15% +$9.08K ﹤0.01% 585
2022
Q2 		$57K Buy
293
+236
+414% +$51.1K 0.01% 517
2022
Q1 		$14K Sell
57
-1,158
-95% -$283K ﹤0.01% 774
2021
Q4 		$307K Sell
1,215
-4,885
-80% -$1.16M 0.01% 489
2021
Q3 		$1.35M Sell
6,100
-486
-7% -$109K 0.11% 209
2021
Q2 		$1.37M Buy
+6,586
New +$1.32M 0.11% 199
2017
Q4 		– Sell
-3,000
Closed -$535K – 176
2017
Q3 		$535K Buy
+3,000
New +$562K 0.09% 101
2014
Q4 		– Sell
-1,119
Closed -$158K – 609
2014
Q3 		$158K Buy
1,119
+619
+124% +$91.8K 0.05% 241
2014
Q2 		$71K Buy
+500
New +$69.1K 0.02% 266
2013
Q4 		– Sell
-200
Closed -$25K – 510
2013
Q3 		$25K Buy
+200
New +$26.4K 0.01% 212

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Summit Securities Group's AVB Position: Q1 2026 in Review

Summit Securities Group reduced its AvalonBay Communities (AVB) stake by 89% in Q1 2026, selling an estimated $32.8K and leaving 23 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Summit Securities Group first reported a position in AVB in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.37M in Q2 2021. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Summit Securities Group held 23 shares of AvalonBay Communities worth $3.76K as of Q1 2026.
  • Summit Securities Group sold 188 AvalonBay Communities shares in Q1 2026, an estimated $32.8K.
  • AvalonBay Communities made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #846 holding.
  • Summit Securities Group first reported a position in AvalonBay Communities in Q3 2013 and has held it in 19 quarters since.
  • Summit Securities Group's AvalonBay Communities position peaked at $1.37M in Q2 2021.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.