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True North Advisors’s AvalonBay Communities AVB Stock Holding History

True North 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 		– Sell
-1,384
Closed -$251K – 248
2025
Q4 		$251K Buy
1,384
+34
+3% +$6.17K 0.03% 226
2025
Q3 		$261K Sell
1,350
-52
-4% -$10.1K 0.04% 191
2025
Q2 		$285K Hold
1,402
– – 0.05% 183
2025
Q1 		$301K Hold
1,402
– – 0.05% 191
2024
Q4 		$308K Hold
1,402
– – 0.07% 145
2024
Q3 		$316K Hold
1,402
– – 0.08% 126
2024
Q2 		$290K Hold
1,402
– – 0.08% 145
2024
Q1 		$260K Sell
1,402
-3
-0.2% -$540 0.07% 158
2023
Q4 		$263K Sell
1,405
-107
-7% -$18.7K 0.07% 149
2023
Q3 		$260K Sell
1,512
-390
-21% -$72.1K 0.08% 162
2023
Q2 		$360K Buy
+1,902
New +$340K 0.1% 144

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True North Advisors's AVB Position: Q1 2026 in Review

True North Advisors sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,384 shares — an estimated $251K sold.

True North Advisors first reported a position in AVB in Q2 2023 and held it in 11 quarters. The position peaked at $360K in Q2 2023. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • True North Advisors reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • True North Advisors sold 1,384 AvalonBay Communities shares in Q1 2026, an estimated $251K.
  • True North Advisors first reported a position in AvalonBay Communities in Q2 2023 and held it in 11 quarters.
  • True North Advisors's AvalonBay Communities position peaked at $360K in Q2 2023.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on True North Advisors's 13F filing for Q1 2026, filed 7 May 2026.