Sun Life Financial’s AvalonBay Communities AVB Stock Holding History

Sun Life Financial’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	$213K	Sell	1,307 -4,346	-77%	-$759K	0.01%	38
2025 Q4	$1.02M	Sell	5,653 -155,434	-96%	-$28.2M	0.05%	30
2025 Q3	$31.1M	Buy	161,087 +8,660	+6%	+$1.69M	1.59%	13
2025 Q2	$31M	Buy	152,427 +2,000	+1%	+$409K	1.7%	13
2025 Q1	$32.3M	Hold	150,427	–	–	2.04%	12
2024 Q4	$33.1M	Hold	150,427	–	–	1.85%	14
2024 Q3	$33.9M	Hold	150,427	–	–	1.89%	12
2024 Q2	$31.1M	Hold	150,427	–	–	1.86%	12
2024 Q1	$27.9M	Hold	150,427	–	–	1.76%	12
2023 Q4	$28.2M	Hold	150,427	–	–	1.7%	11
2023 Q3	$25.8M	Hold	150,427	–	–	1.9%	10
2023 Q2	$28.5M	Buy	150,427 +44,379	+42%	+$7.92M	1.74%	12
2023 Q1	$17.8M	Hold	106,048	–	–	1.26%	13
2022 Q4	$17.1M	Hold	106,048	–	–	1.31%	13
2022 Q3	$19.5M	Hold	106,048	–	–	1.57%	12
2022 Q2	$20.6M	Buy	106,048 +10,101	+11%	+$2.19M	1.55%	12
2022 Q1	$23.8M	Hold	95,947	–	–	1.1%	12
2021 Q4	$24.2M	Hold	95,947	–	–	0.9%	13
2021 Q3	$21.3M	Hold	95,947	–	–	1.22%	10
2021 Q2	$20M	Sell	95,947 -84	-0.1%	-$16.8K	1.01%	10
2021 Q1	$17.7M	Sell	96,031 -5,434	-5%	-$950K	1.53%	8
2020 Q4	$16.3M	Sell	101,465 -21,591	-18%	-$3.43M	2.14%	5
2020 Q3	$18.4M	Buy	+123,056	New	+$18.8M	2.93%	4
2017 Q2	–	Sell	-14	Closed	-$74	–	562
2017 Q1	$74	Buy	14 +1	+8%	+$179	﹤0.01%	455
2016 Q4	$73	Buy	+13	New	+$2.19K	﹤0.01%	407

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Life Financial's AVB Position: Q1 2026 in Review

Sun Life Financial reduced its AvalonBay Communities (AVB) stake by 77% in Q1 2026, selling an estimated $759K and leaving 1,307 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #38.

Sun Life Financial first reported a position in AVB in Q4 2016 and has held it in 25 quarters since. The position peaked at $33.9M in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Sun Life Financial held 1,307 shares of AvalonBay Communities worth $213K as of Q1 2026.
Sun Life Financial sold 4,346 AvalonBay Communities shares in Q1 2026, an estimated $759K.
AvalonBay Communities made up 0.01% of Sun Life Financial's portfolio in Q1 2026, its #38 holding.
Sun Life Financial first reported a position in AvalonBay Communities in Q4 2016 and has held it in 25 quarters since.
Sun Life Financial's AvalonBay Communities position peaked at $33.9M in Q3 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.