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 Q2	–	Sell	-5,207	Closed	-$851K	–	782
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SummitTX Capital's AVB Position: Q2 2026 in Review

SummitTX Capital sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 5,207 shares — an estimated $851K sold.

SummitTX Capital first reported a position in AVB in Q1 2025 and held it in 4 quarters. The position peaked at $7.99M in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

SummitTX Capital reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 5,207 AvalonBay Communities shares in Q2 2026, an estimated $851K.
SummitTX Capital first reported a position in AvalonBay Communities in Q1 2025 and held it in 4 quarters.
SummitTX Capital's AvalonBay Communities position peaked at $7.99M in Q3 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.