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Vert Asset Management’s AvalonBay Communities AVB Stock Holding History

Vert Asset Management’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 		$13.6M Buy
72,165
+2,396
+3% +$433K 3.73% 10
2026
Q1 		$11.4M Buy
69,769
+186
+0.3% +$32.5K 3.62% 10
2025
Q4 		$12.6M Buy
69,583
+4,817
+7% +$874K 4.2% 9
2025
Q3 		$12.5M Buy
64,766
+1,925
+3% +$375K 4.21% 10
2025
Q2 		$12.8M Sell
62,841
-3,819
-6% -$781K 4.66% 9
2025
Q1 		$14.3M Buy
66,660
+3,199
+5% +$694K 4.92% 8
2024
Q4 		$14M Buy
63,461
+5,350
+9% +$1.21M 4.78% 8
2024
Q3 		$13.1M Buy
58,111
+919
+2% +$199K 4.51% 9
2024
Q2 		$11.8M Sell
57,192
-1,560
-3% -$302K 4.72% 8
2024
Q1 		$10.9M Buy
58,752
+3,244
+6% +$583K 4.58% 8
2023
Q4 		$10.4M Sell
55,508
-1,785
-3% -$311K 4.48% 8
2023
Q3 		$9.84M Buy
57,293
+2,673
+5% +$494K 4.99% 7
2023
Q2 		$10.3M Buy
54,620
+8,029
+17% +$1.43M 5.3% 7
2023
Q1 		$7.83M Buy
46,591
+13,723
+42% +$2.34M 4.61% 8
2022
Q4 		$5.31M Buy
32,868
+2,774
+9% +$472K 4.73% 7
2022
Q3 		$5.54M Buy
30,094
+3,346
+13% +$675K 5.25% 7
2022
Q2 		$5.2M Buy
26,748
+1,648
+7% +$357K 4.81% 7
2022
Q1 		$6.23M Buy
25,100
+2,439
+11% +$596K 5.02% 7
2021
Q4 		$5.72M Buy
+22,661
New +$5.4M 4.71% 7

Other funds holding AVB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Vert Asset Management's AVB Position: Q2 2026 in Review

Vert Asset Management increased its AvalonBay Communities (AVB) stake by 3.4% in Q2 2026, buying an estimated $433K and bringing the position to 72,165 shares worth $13.6M. The position accounts for 3.73% of the portfolio, ranked #10.

Vert Asset Management first reported a position in AVB in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q1 2025. 249 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Vert Asset Management held 72,165 shares of AvalonBay Communities worth $13.6M as of Q2 2026.
  • Vert Asset Management bought 2,396 AvalonBay Communities shares in Q2 2026, an estimated $433K.
  • AvalonBay Communities made up 3.73% of Vert Asset Management's portfolio in Q2 2026, its #10 holding.
  • Vert Asset Management first reported a position in AvalonBay Communities in Q4 2021 and has held it in 19 quarters since.
  • Vert Asset Management's AvalonBay Communities position peaked at $14.3M in Q1 2025.
  • 249 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.