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SVB Wealth’s AvalonBay Communities AVB Stock Holding History

SVB Wealth’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 		– Sell
-1,490
Closed -$270K – 385
2025
Q4 		$270K Sell
1,490
-782
-34% -$142K 0.02% 352
2025
Q3 		$439K Buy
2,272
+17
+0.8% +$3.31K 0.02% 306
2025
Q2 		$459K Sell
2,255
-160
-7% -$32.7K 0.02% 306
2025
Q1 		$518K Sell
2,415
-468
-16% -$102K 0.02% 210
2024
Q4 		$634K Buy
+2,883
New +$651K 0.01% 386
2024
Q3 		– Sell
-4,816
Closed -$996K – 64
2024
Q2 		$996K Sell
4,816
-713
-13% -$138K 0.02% 322
2024
Q1 		$1.03M Buy
5,529
+62
+1% +$11.2K 0.02% 341
2023
Q4 		$1.02M Sell
5,467
-284
-5% -$49.5K 0.02% 332
2023
Q3 		$988K Sell
5,751
-421
-7% -$77.8K 0.02% 321
2023
Q2 		$1.17M Sell
6,172
-861
-12% -$154K 0.02% 317
2023
Q1 		$1.18M Sell
7,033
-168
-2% -$28.7K 0.02% 343
2022
Q4 		$1.16M Sell
7,201
-335
-4% -$57K 0.02% 368
2022
Q3 		$1.39M Buy
7,536
+524
+7% +$106K 0.02% 315
2022
Q2 		$1.36M Buy
7,012
+44
+0.6% +$9.53K 0.02% 269
2022
Q1 		$1.73M Buy
6,968
+79
+1% +$19.3K 0.02% 244
2021
Q4 		$1.74M Buy
6,889
+182
+3% +$43.4K 0.03% 239
2021
Q3 		$1.49M Sell
6,707
-1
-0% -$225 0.02% 307
2021
Q2 		$1.4M Sell
6,708
-310
-4% -$62K 0.02% 318
2021
Q1 		$1.29M Sell
7,018
-389
-5% -$68K 0.02% 305
2020
Q4 		$1.19M Buy
7,407
+20
+0.3% +$3.18K 0.02% 302
2020
Q3 		$1.1M Sell
7,387
-270
-4% -$41.3K 0.02% 287
2020
Q2 		$1.18M Sell
7,657
-80
-1% -$12.7K 0.02% 253
2020
Q1 		$1.14M Sell
7,737
-482
-6% -$97.1K 0.03% 226
2019
Q4 		$1.72M Buy
8,219
+42
+0.5% +$9K 0.03% 234
2019
Q3 		$1.76M Buy
8,177
+112
+1% +$23.4K 0.04% 219
2019
Q2 		$1.64M Sell
8,065
-31
-0.4% -$6.28K 0.06% 230
2019
Q1 		$1.63M Buy
8,096
+343
+4% +$65.5K 0.06% 178
2018
Q4 		$1.35M Sell
7,753
-1,173
-13% -$212K 0.06% 191
2018
Q3 		$1.62M Buy
8,926
+60
+0.7% +$10.7K 0.06% 199
2018
Q2 		$1.52M Sell
8,866
-100
-1% -$16.5K 0.06% 197
2018
Q1 		$1.48M Sell
8,966
-29
-0.3% -$4.75K 0.06% 207
2017
Q4 		$1.6M Sell
8,995
-100
-1% -$18.1K 0.06% 205
2017
Q3 		$1.62M Sell
9,095
-116
-1% -$21.7K 0.06% 207
2017
Q2 		$1.77M Sell
9,211
-10
-0.1% -$1.91K 0.07% 200
2017
Q1 		$1.69M Sell
9,221
-300
-3% -$53.8K 0.07% 198
2016
Q4 		$1.69M Sell
9,521
-62
-0.6% -$10.5K 0.07% 198
2016
Q3 		$1.7M Sell
9,583
-2,010
-17% -$362K 0.07% 198
2016
Q2 		$2.09M Sell
11,593
-1,312
-10% -$236K 0.09% 187
2016
Q1 		$2.46M Buy
12,905
+364
+3% +$64.3K 0.1% 169
2015
Q4 		$2.31M Sell
12,541
-27
-0.2% -$4.83K 0.09% 186
2015
Q3 		$2.2M Buy
12,568
+994
+9% +$168K 0.09% 201
2015
Q2 		$1.85M Sell
11,574
-106
-0.9% -$17.6K 0.06% 244
2015
Q1 		$2.04M Buy
11,680
+175
+2% +$30.2K 0.07% 233
2014
Q4 		$1.88M Buy
+11,505
New +$1.8M 0.06% 245

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

SVB Wealth's AVB Position: Q1 2026 in Review

SVB Wealth sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,490 shares — an estimated $270K sold.

SVB Wealth first reported a position in AVB in Q4 2014 and held it in 44 quarters. The position peaked at $2.46M in Q1 2016. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • SVB Wealth reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 1,490 AvalonBay Communities shares in Q1 2026, an estimated $270K.
  • SVB Wealth first reported a position in AvalonBay Communities in Q4 2014 and held it in 44 quarters.
  • SVB Wealth's AvalonBay Communities position peaked at $2.46M in Q1 2016.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.