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TruNorth Capital Management’s AvalonBay Communities AVB Stock Holding History

TruNorth Capital 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
-103
Closed -$19.9K – 131
2025
Q3 		$19.9K Buy
103
+16
+18% +$3.12K ﹤0.01% 288
2025
Q2 		$17.7K Hold
87
– – ﹤0.01% 254
2025
Q1 		$18.7K Hold
87
– – ﹤0.01% 309
2024
Q4 		$19.1K Hold
87
– – 0.01% 238
2024
Q3 		$19.6K Hold
87
– – 0.01% 233
2024
Q2 		$18K Hold
87
– – 0.01% 209
2024
Q1 		$16.1K Buy
+87
New +$15.6K 0.01% 159

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

TruNorth Capital Management's AVB Position: Q4 2025 in Review

TruNorth Capital Management sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 103 shares — an estimated $19.9K sold.

TruNorth Capital Management first reported a position in AVB in Q1 2024 and held it in 7 quarters. The position peaked at $19.9K in Q3 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • TruNorth Capital Management reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 103 AvalonBay Communities shares in Q4 2025, an estimated $19.9K.
  • TruNorth Capital Management first reported a position in AvalonBay Communities in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's AvalonBay Communities position peaked at $19.9K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.