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Sunbelt Securities’s AvalonBay Communities AVB Stock Holding History

Sunbelt Securities’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 		$58.8K Buy
360
+14
+4% +$2.45K ﹤0.01% 982
2025
Q4 		$62.7K Buy
346
+9
+3% +$1.63K ﹤0.01% 942
2025
Q3 		$65.1K Sell
337
-30
-8% -$5.84K ﹤0.01% 943
2025
Q2 		$80.8K Sell
367
-1
-0.3% -$204 0.01% 820
2025
Q1 		$78.9K Buy
368
+1
+0.3% +$217 0.01% 789
2024
Q4 		$80.7K Hold
367
– – 0.01% 820
2024
Q3 		$82.7K Buy
367
+1
+0.3% +$216 0.01% 813
2024
Q2 		$75.8K Hold
366
– – 0.01% 799
2024
Q1 		$67.9K Buy
+366
New +$65.8K 0.01% 809

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

Sunbelt Securities's AVB Position: Q1 2026 in Review

Sunbelt Securities increased its AvalonBay Communities (AVB) stake by 4% in Q1 2026, buying an estimated $2.45K and bringing the position to 360 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Sunbelt Securities first reported a position in AVB in Q1 2024 and has held it in 9 quarters since. The position peaked at $82.7K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Sunbelt Securities held 360 shares of AvalonBay Communities worth $58.8K as of Q1 2026.
  • Sunbelt Securities bought 14 AvalonBay Communities shares in Q1 2026, an estimated $2.45K.
  • AvalonBay Communities made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #982 holding.
  • Sunbelt Securities first reported a position in AvalonBay Communities in Q1 2024 and has held it in 9 quarters since.
  • Sunbelt Securities's AvalonBay Communities position peaked at $82.7K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.