Universal-Beteiligungs- und Servicegesellschaft’s AvalonBay Communities AVB Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 Q2	$56.1M	Sell	297,263 -32,645	-10%	-$5.9M	0.09%	203
2026 Q1	$53.9M	Buy	329,908 +8,353	+3%	+$1.46M	0.09%	199
2025 Q4	$58.8M	Buy	321,555 +67,457	+27%	+$12.2M	0.1%	183
2025 Q3	$49.1M	Sell	254,098 -3,609	-1%	-$703K	0.08%	213
2025 Q2	$52.4M	Sell	257,707 -63,274	-20%	-$12.9M	0.09%	196
2025 Q1	$68.9M	Sell	320,981 -37,061	-10%	-$8.05M	0.14%	152
2024 Q4	$78.8M	Buy	+358,042	New	+$80.8M	0.16%	130

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AVB Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its AvalonBay Communities (AVB) stake by 9.9% in Q2 2026, selling an estimated $5.9M and leaving 297,263 shares worth $56.1M. The position accounts for 0.09% of the portfolio, ranked #203.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. The position peaked at $78.8M in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 297,263 shares of AvalonBay Communities worth $56.1M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 32,645 AvalonBay Communities shares in Q2 2026, an estimated $5.9M.
AvalonBay Communities made up 0.09% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #203 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's AvalonBay Communities position peaked at $78.8M in Q4 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.