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Three Bearings Fiduciary Advisors’s AvalonBay Communities AVB Stock Holding History

Three Bearings Fiduciary Advisors’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 		$1.91K Hold
10
– – ﹤0.01% 222
2026
Q1 		$1.65K Hold
10
– – ﹤0.01% 233
2025
Q4 		$1.78K Buy
+10
New +$1.81K ﹤0.01% 237

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Three Bearings Fiduciary Advisors's AVB Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its AvalonBay Communities (AVB) position steady in Q2 2026 at 10 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Three Bearings Fiduciary Advisors first reported a position in AVB in Q4 2025 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 10 shares of AvalonBay Communities worth $1.91K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its AvalonBay Communities share count unchanged in Q2 2026.
  • AvalonBay Communities made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #222 holding.
  • Three Bearings Fiduciary Advisors first reported a position in AvalonBay Communities in Q4 2025 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.