UMB Bank’s AvalonBay Communities AVB Stock Holding History

UMB Bank’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	$367K	Sell	2,248 -191	-8%	-$33.4K	0.01%	536
2025 Q4	$442K	Sell	2,439 -15	-0.6%	-$2.72K	0.01%	496
2025 Q3	$474K	Sell	2,454 -221	-8%	-$43K	0.01%	438
2025 Q2	$544K	Sell	2,675 -58	-2%	-$11.9K	0.01%	403
2025 Q1	$587K	Buy	2,733 +10	+0.4%	+$2.17K	0.01%	391
2024 Q4	$599K	Buy	2,723 +114	+4%	+$25.7K	0.01%	388
2024 Q3	$588K	Buy	2,609 +9	+0.3%	+$1.94K	0.01%	385
2024 Q2	$538K	Sell	2,600 -405	-13%	-$78.3K	0.01%	392
2024 Q1	$558K	Hold	3,005	–	–	0.01%	398
2023 Q4	$563K	Buy	3,005 +9	+0.3%	+$1.57K	0.01%	407
2023 Q3	$515K	Hold	2,996	–	–	0.01%	400
2023 Q2	$567K	Hold	2,996	–	–	0.01%	398
2023 Q1	$504K	Sell	2,996 -6	-0.2%	-$1.02K	0.01%	411
2022 Q4	$485K	Buy	3,002 +8	+0.3%	+$1.36K	0.01%	418
2022 Q3	$552K	Buy	2,994 +6	+0.2%	+$1.21K	0.01%	426
2022 Q2	$581K	Hold	2,988	–	–	0.01%	447
2022 Q1	$742K	Hold	2,988	–	–	0.01%	430
2021 Q4	$754K	Buy	+2,988	New	+$713K	0.01%	425

Other funds holding AVB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 $1.47T 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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