Valeo Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Valeo Financial 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	-1,423	Closed	-$258K	–	770
2025 Q4	$258K	Buy	+1,423	New	+$258K	0.01%	674
2024 Q2	–	Sell	-1,234	Closed	-$236K	–	681
2024 Q1	$236K	Sell	1,234 -661	-35%	-$119K	0.01%	566
2023 Q4	$355K	Sell	1,895 -25	-1%	-$4.36K	0.01%	442
2023 Q3	$330K	Buy	1,920 +13	+0.7%	+$2.4K	0.02%	433
2023 Q2	$361K	Sell	1,907 -10	-0.5%	-$1.78K	0.02%	388
2023 Q1	$322K	Buy	+1,917	New	+$327K	0.02%	423
2021 Q2	–	Sell	-134	Closed	-$25K	–	623
2021 Q1	$25K	Buy	134 +1	+0.8%	+$175	﹤0.01%	1090
2020 Q4	$21K	Buy	+133	New	+$21.1K	﹤0.01%	1010
2020 Q3	–	Sell	-32	Closed	-$5K	–	1610
2020 Q2	$5K	Buy	+32	New	+$5.06K	﹤0.01%	1499
2018 Q4	–	Sell	-11	Closed	-$1.99K	–	1484
2018 Q3	$2K	Hold	11	–	–	﹤0.01%	1429
2018 Q2	$2K	Hold	11	–	–	﹤0.01%	1320
2018 Q1	$2K	Hold	11	–	–	﹤0.01%	1306
2017 Q4	$2K	Buy	+11	New	+$2K	﹤0.01%	1163

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

Valeo Financial Advisors's AVB Position: Q1 2026 in Review

Valeo Financial Advisors sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,423 shares — an estimated $258K sold.

Valeo Financial Advisors first reported a position in AVB in Q4 2017 and held it in 13 quarters. The position peaked at $361K in Q2 2023. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Valeo Financial Advisors reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 1,423 AvalonBay Communities shares in Q1 2026, an estimated $258K.
Valeo Financial Advisors first reported a position in AvalonBay Communities in Q4 2017 and held it in 13 quarters.
Valeo Financial Advisors's AvalonBay Communities position peaked at $361K in Q2 2023.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.