Tortoise Investment Management’s AvalonBay Communities AVB Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-4	Closed	-$773	–	337
2025 Q3	$773	Hold	4	–	–	﹤0.01%	1103
2025 Q2	$814	Buy	+4	New	+$818	﹤0.01%	1024
2018 Q1	–	Sell	-50	Closed	-$9K	–	545
2017 Q4	$9K	Hold	50	–	–	﹤0.01%	405
2017 Q3	$9K	Hold	50	–	–	﹤0.01%	367
2017 Q2	$10K	Hold	50	–	–	﹤0.01%	346
2017 Q1	$9K	Hold	50	–	–	﹤0.01%	340
2016 Q4	$9K	Buy	+50	New	+$8.43K	﹤0.01%	340

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tortoise Investment Management's AVB Position: Q4 2025 in Review

Tortoise Investment Management sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 4 shares — an estimated $773 sold.

Tortoise Investment Management first reported a position in AVB in Q4 2016 and held it in 7 quarters. The position peaked at $10K in Q2 2017. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

Tortoise Investment Management reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 4 AvalonBay Communities shares in Q4 2025, an estimated $773.
Tortoise Investment Management first reported a position in AvalonBay Communities in Q4 2016 and held it in 7 quarters.
Tortoise Investment Management's AvalonBay Communities position peaked at $10K in Q2 2017.
749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.