Taproot Management’s AvalonBay Communities AVB Stock Holding History

Taproot Management’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	-53,155	Closed	-$8.68M	–	19
2026 Q1	$8.68M	Buy	53,155 +50,699	+2,064%	+$8.86M	1.64%	5
2025 Q4	$445K	Buy	+2,456	New	+$446K	0.07%	141

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

Taproot Management's AVB Position: Q2 2026 in Review

Taproot Management sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 53,155 shares — an estimated $8.68M sold.

Taproot Management first reported a position in AVB in Q4 2025 and held it in 2 quarters. The position peaked at $8.68M in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Taproot Management reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 53,155 AvalonBay Communities shares in Q2 2026, an estimated $8.68M.
Taproot Management first reported a position in AvalonBay Communities in Q4 2025 and held it in 2 quarters.
Taproot Management's AvalonBay Communities position peaked at $8.68M in Q1 2026.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.