Walter Public Investments’s AvalonBay Communities AVB Stock Holding History

Walter Public Investments’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	-1,500	Closed	-$272K	–	49
2025 Q4	$272K	Hold	1,500	–	–	0.05%	48
2025 Q3	$290K	Sell	1,500 -1,160	-44%	-$226K	0.05%	46
2025 Q2	$541K	Hold	2,660	–	–	0.09%	36
2025 Q1	$571K	Hold	2,660	–	–	0.11%	35
2024 Q4	$585K	Sell	2,660 -540	-17%	-$122K	0.1%	35
2024 Q3	$721K	Buy	3,200 +1,000	+45%	+$216K	0.13%	33
2024 Q2	$455K	Hold	2,200	–	–	0.09%	38
2024 Q1	$408K	Hold	2,200	–	–	0.08%	39
2023 Q4	$412K	Hold	2,200	–	–	0.09%	35
2023 Q3	$378K	Hold	2,200	–	–	0.09%	38
2023 Q2	$416K	Hold	2,200	–	–	0.09%	41
2023 Q1	$370K	Hold	2,200	–	–	0.11%	31
2022 Q4	$355K	Hold	2,200	–	–	0.12%	29
2022 Q3	$405K	Buy	+2,200	New	+$444K	0.14%	28

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

Walter Public Investments's AVB Position: Q1 2026 in Review

Walter Public Investments sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,500 shares — an estimated $272K sold.

Walter Public Investments first reported a position in AVB in Q3 2022 and held it in 14 quarters. The position peaked at $721K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Walter Public Investments reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Walter Public Investments sold 1,500 AvalonBay Communities shares in Q1 2026, an estimated $272K.
Walter Public Investments first reported a position in AvalonBay Communities in Q3 2022 and held it in 14 quarters.
Walter Public Investments's AvalonBay Communities position peaked at $721K in Q3 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Walter Public Investments's 13F filing for Q1 2026, filed 28 Apr 2026.