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SummitTX Capital’s AvalonBay Communities AVB Stock Holding History

SummitTX Capital’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 		$851K Buy
+5,207
New +$910K 0.03% 477
2025
Q4 		– Sell
-41,354
Closed -$7.99M – 699
2025
Q3 		$7.99M Buy
41,354
+3,302
+9% +$643K 0.33% 67
2025
Q2 		$7.74M Buy
38,052
+9,373
+33% +$1.92M 0.33% 64
2025
Q1 		$6.16M Buy
+28,679
New +$6.23M 0.27% 87

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

SummitTX Capital's AVB Position: Q1 2026 in Review

SummitTX Capital opened a new position in AvalonBay Communities (AVB) in Q1 2026: 5,207 shares worth $851K. The stake represents 0.03% of the portfolio and ranks #477 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in AVB as recently as Q3 2025.

SummitTX Capital first reported a position in AVB in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.99M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • SummitTX Capital held 5,207 shares of AvalonBay Communities worth $851K as of Q1 2026.
  • AvalonBay Communities was a new SummitTX Capital position in Q1 2026.
  • AvalonBay Communities made up 0.03% of SummitTX Capital's portfolio in Q1 2026, its #477 holding.
  • SummitTX Capital first reported a position in AvalonBay Communities in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's AvalonBay Communities position peaked at $7.99M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.