Trifecta Capital Advisors’s AvalonBay Communities AVB Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-5	Closed	-$966	–	272
2025 Q3	$966	Hold	5	–	–	﹤0.01%	407
2025 Q2	$1.02K	Hold	5	–	–	﹤0.01%	424
2025 Q1	$1.07K	Hold	5	–	–	﹤0.01%	365
2024 Q4	$1.1K	Hold	5	–	–	﹤0.01%	361
2024 Q3	$1.13K	Hold	5	–	–	﹤0.01%	371
2024 Q2	$1.03K	Hold	5	–	–	﹤0.01%	377
2024 Q1	$928	Hold	5	–	–	﹤0.01%	379
2023 Q4	$937	Hold	5	–	–	﹤0.01%	403
2023 Q3	$859	Hold	5	–	–	﹤0.01%	383
2023 Q2	$947	Hold	5	–	–	﹤0.01%	379
2023 Q1	$841	Hold	5	–	–	﹤0.01%	382
2022 Q4	$808	Buy	+5	New	+$851	﹤0.01%	389

Other funds holding AVB

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Trifecta Capital Advisors's AVB Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 5 shares — an estimated $966 sold.

Trifecta Capital Advisors first reported a position in AVB in Q4 2022 and held it in 12 quarters. The position peaked at $1.13K in Q3 2024. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

Trifecta Capital Advisors reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 5 AvalonBay Communities shares in Q4 2025, an estimated $966.
Trifecta Capital Advisors first reported a position in AvalonBay Communities in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's AvalonBay Communities position peaked at $1.13K in Q3 2024.
749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.