VFA
AVB

Values First Advisors’s AvalonBay Communities AVB Stock Holding History

Values First 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
2025
Q3 		– Sell
-2
Closed -$422 – 174
2025
Q2 		$422 Buy
+2
New +$409 ﹤0.01% 178
2025
Q1 		– Sell
-2
Closed -$434 – 182
2024
Q4 		$450 Sell
2
-897
-100% -$203K ﹤0.01% 219
2024
Q3 		$202K Buy
+899
New +$194K 0.11% 147

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Values First Advisors's AVB Position: Q3 2025 in Review

Values First Advisors sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 2 shares — an estimated $422 sold.

Values First Advisors first reported a position in AVB in Q3 2024 and held it in 3 quarters. The position peaked at $202K in Q3 2024. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Values First Advisors reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Values First Advisors sold 2 AvalonBay Communities shares in Q3 2025, an estimated $422.
  • Values First Advisors first reported a position in AvalonBay Communities in Q3 2024 and held it in 3 quarters.
  • Values First Advisors's AvalonBay Communities position peaked at $202K in Q3 2024.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Values First Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.