UBS Group’s AvalonBay Communities AVB Stock Holding History

UBS Group’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	-57,600	Closed	-$10.4M	–	10472
2025 Q4	$10.4M	Buy	+57,600	New	+$10.5M	﹤0.01%	3239
2021 Q2	–	Sell	-88,000	Closed	-$16.2M	–	9372
2021 Q1	$16.2M	Buy	88,000 +87,000	+8,700%	+$15.2M	0.01%	1582
2020 Q4	$160K	Buy	+1,000	New	+$159K	﹤0.01%	5375
2019 Q3	–	Sell	-12,600	Closed	-$2.56M	–	7982
2019 Q2	$2.56M	Buy	+12,600	New	+$2.55M	﹤0.01%	2922

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

UBS Group's AVB Position: Q1 2026 in Review

UBS Group reduced its AvalonBay Communities (AVB) stake by 15% in Q1 2026, selling an estimated $18.1M and leaving 598,886 shares worth $97.8M. The position accounts for 0.01% of the portfolio, ranked #1069.

UBS Group first reported a position in AVB in Q4 2014 and has held it in 46 quarters since. The position peaked at $142M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

UBS Group held 598,886 shares of AvalonBay Communities worth $97.8M as of Q1 2026.
UBS Group sold 103,773 AvalonBay Communities shares in Q1 2026, an estimated $18.1M.
AvalonBay Communities made up 0.01% of UBS Group's portfolio in Q1 2026, its #1069 holding.
UBS Group first reported a position in AvalonBay Communities in Q4 2014 and has held it in 46 quarters since.
UBS Group's AvalonBay Communities position peaked at $142M in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.