Transamerica Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Transamerica Financial 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 Q1	$1.68K	Sell	10 -19	-66%	-$3.32K	﹤0.01%	1245
2025 Q4	$5.3K	Buy	29 +4	+16%	+$726	﹤0.01%	951
2025 Q3	$4.69K	Buy	25 +24	+2,400%	+$4.67K	﹤0.01%	886
2025 Q2	$70	Hold	1	–	–	﹤0.01%	532
2025 Q1	$1K	Hold	1	–	–	﹤0.01%	430
2024 Q4	$1K	Hold	1	–	–	﹤0.01%	420
2024 Q3	$1K	Buy	+1	New	+$216	﹤0.01%	427
2024 Q2	–	Sell	-106	Closed	-$20K	–	575
2024 Q1	$20K	Buy	+106	New	+$19.1K	﹤0.01%	326
2016 Q1	–	Sell	-1	Closed	-$1K	–	749
2015 Q4	$1K	Hold	1	–	–	﹤0.01%	718
2015 Q3	$1K	Hold	1	–	–	﹤0.01%	718
2015 Q2	$1K	Hold	1	–	–	﹤0.01%	779
2015 Q1	$1K	Hold	1	–	–	﹤0.01%	779
2014 Q4	$1K	Hold	1	–	–	﹤0.01%	628
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	587
2014 Q2	$1K	Hold	1	–	–	﹤0.01%	597
2014 Q1	$1K	Hold	1	–	–	﹤0.01%	564
2013 Q4	$1K	Hold	1	–	–	﹤0.01%	552
2013 Q3	$1K	Hold	1	–	–	﹤0.01%	555
2013 Q2	$1K	Buy	+1	New	+$134	﹤0.01%	533

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transamerica Financial Advisors's AVB Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its AvalonBay Communities (AVB) stake by 66% in Q1 2026, selling an estimated $3.32K and leaving 10 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Transamerica Financial Advisors first reported a position in AVB in Q2 2013 and has held it in 19 quarters since. The position peaked at $20K in Q1 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Transamerica Financial Advisors held 10 shares of AvalonBay Communities worth $1.68K as of Q1 2026.
Transamerica Financial Advisors sold 19 AvalonBay Communities shares in Q1 2026, an estimated $3.32K.
AvalonBay Communities made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1245 holding.
Transamerica Financial Advisors first reported a position in AvalonBay Communities in Q2 2013 and has held it in 19 quarters since.
Transamerica Financial Advisors's AvalonBay Communities position peaked at $20K in Q1 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.