Warwick Investment Management’s AvalonBay Communities AVB Stock Holding History

Warwick Investment 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 Q1	–	Sell	-2,125	Closed	-$385K	–	141
2025 Q4	$385K	Sell	2,125 -66	-3%	-$12K	0.06%	92
2025 Q3	$423K	Buy	+2,191	New	+$427K	0.07%	88
2025 Q2	–	Sell	-1,301	Closed	-$279K	–	124
2025 Q1	$279K	Buy	+1,301	New	+$282K	0.06%	94
2024 Q4	–	Sell	-1,409	Closed	-$317K	–	99
2024 Q3	$317K	Buy	1,409 +2	+0.1%	+$432	0.08%	66
2024 Q2	$291K	Buy	1,407 +140	+11%	+$27.1K	0.07%	77
2024 Q1	$235K	Buy	1,267 +65	+5%	+$11.7K	0.06%	90
2023 Q4	$225K	Buy	+1,202	New	+$210K	0.07%	76
2023 Q3	–	Sell	-1,150	Closed	-$218K	–	67
2023 Q2	$218K	Buy	+1,150	New	+$205K	0.09%	60
2023 Q1	–	Sell	-7,800	Closed	-$1.26M	–	69
2022 Q4	$1.26M	Buy	+7,800	New	+$1.33M	0.51%	28

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Warwick Investment Management's AVB Position: Q1 2026 in Review

Warwick Investment Management sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 2,125 shares — an estimated $385K sold.

Warwick Investment Management first reported a position in AVB in Q4 2022 and held it in 9 quarters. The position peaked at $1.26M in Q4 2022. 745 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Warwick Investment Management reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Warwick Investment Management sold 2,125 AvalonBay Communities shares in Q1 2026, an estimated $385K.
Warwick Investment Management first reported a position in AvalonBay Communities in Q4 2022 and held it in 9 quarters.
Warwick Investment Management's AvalonBay Communities position peaked at $1.26M in Q4 2022.
745 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Warwick Investment Management's 13F filing for Q1 2026, filed 12 May 2026.