Vestmark Advisory Solutions’s AvalonBay Communities AVB Stock Holding History

Vestmark Advisory Solutions’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	$1.53M	Buy	9,361 +439	+5%	+$76.7K	0.02%	734
2025 Q4	$1.62M	Buy	8,922 +2,270	+34%	+$412K	0.02%	647
2025 Q3	$1.28M	Buy	6,652 +2,980	+81%	+$580K	0.02%	487
2025 Q2	$747K	Buy	3,672 +1,254	+52%	+$256K	0.01%	550
2025 Q1	$519K	Buy	2,418 +1,019	+73%	+$221K	0.01%	509
2024 Q4	$308K	Sell	1,399 -23	-2%	-$5.19K	0.01%	488
2024 Q3	$320K	Buy	1,422 +1	+0.1%	+$216	0.01%	444
2024 Q2	$294K	Sell	1,421 -40	-3%	-$7.73K	0.01%	462
2024 Q1	$271K	Sell	1,461 -57	-4%	-$10.3K	0.01%	460
2023 Q4	$284K	Sell	1,518 -15	-1%	-$2.62K	0.01%	426
2023 Q3	$263K	Sell	1,533 -5,825	-79%	-$1.08M	0.02%	356
2023 Q2	$1.39M	Buy	7,358 +132	+2%	+$23.6K	0.05%	375
2023 Q1	$1.21M	Buy	7,226 +50	+0.7%	+$8.53K	0.05%	396
2022 Q4	$1.16M	Buy	7,176 +5,627	+363%	+$958K	0.06%	376
2022 Q3	$285K	Buy	+1,549	New	+$313K	0.02%	677

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

Vestmark Advisory Solutions's AVB Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its AvalonBay Communities (AVB) stake by 4.9% in Q1 2026, buying an estimated $76.7K and bringing the position to 9,361 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #734.

Vestmark Advisory Solutions first reported a position in AVB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Vestmark Advisory Solutions held 9,361 shares of AvalonBay Communities worth $1.53M as of Q1 2026.
Vestmark Advisory Solutions bought 439 AvalonBay Communities shares in Q1 2026, an estimated $76.7K.
AvalonBay Communities made up 0.02% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #734 holding.
Vestmark Advisory Solutions first reported a position in AvalonBay Communities in Q3 2022 and has held it in 15 quarters since.
Vestmark Advisory Solutions's AvalonBay Communities position peaked at $1.62M in Q4 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.