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 Q2	$187K	Sell	992 -315	-24%	-$56.9K	0.01%	40
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 $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

Sun Life Financial's AVB Position: Q2 2026 in Review

Sun Life Financial reduced its AvalonBay Communities (AVB) stake by 24% in Q2 2026, selling an estimated $56.9K and leaving 992 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #40.

Sun Life Financial first reported a position in AVB in Q4 2016 and has held it in 26 quarters since. The position peaked at $33.9M in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Sun Life Financial held 992 shares of AvalonBay Communities worth $187K as of Q2 2026.
Sun Life Financial sold 315 AvalonBay Communities shares in Q2 2026, an estimated $56.9K.
AvalonBay Communities made up 0.01% of Sun Life Financial's portfolio in Q2 2026, its #40 holding.
Sun Life Financial first reported a position in AvalonBay Communities in Q4 2016 and has held it in 26 quarters since.
Sun Life Financial's AvalonBay Communities position peaked at $33.9M in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.