Wellington Management Group
AVB icon

Wellington Management Group’s AvalonBay Communities AVB Stock Holding History

Wellington Management Group’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 		$98.6M Sell
603,725
-972,733
-62% -$170M 0.02% 553
2025
Q4 		$286M Buy
1,576,458
+404,734
+35% +$73.4M 0.05% 306
2025
Q3 		$226M Sell
1,171,724
-1,260,564
-52% -$245M 0.04% 354
2025
Q2 		$495M Sell
2,432,288
-161,785
-6% -$33.1M 0.09% 197
2025
Q1 		$557M Buy
2,594,073
+105,098
+4% +$22.8M 0.11% 177
2024
Q4 		$547M Buy
2,488,975
+828,009
+50% +$187M 0.1% 174
2024
Q3 		$374M Sell
1,660,966
-100,952
-6% -$21.8M 0.07% 252
2024
Q2 		$365M Buy
1,761,918
+455,342
+35% +$88M 0.07% 252
2024
Q1 		$242M Sell
1,306,576
-810,529
-38% -$146M 0.04% 357
2023
Q4 		$396M Sell
2,117,105
-181,081
-8% -$31.6M 0.07% 253
2023
Q3 		$395M Buy
2,298,186
+341,332
+17% +$63.1M 0.08% 242
2023
Q2 		$370M Buy
1,956,854
+1,189,233
+155% +$212M 0.07% 263
2023
Q1 		$129M Sell
767,621
-1,093,716
-59% -$187M 0.03% 483
2022
Q4 		$301M Sell
1,861,337
-340,435
-15% -$58M 0.06% 297
2022
Q3 		$406M Sell
2,201,772
-417,522
-16% -$84.3M 0.09% 221
2022
Q2 		$509M Buy
2,619,294
+479,280
+22% +$104M 0.1% 194
2022
Q1 		$532M Buy
2,140,014
+777,631
+57% +$190M 0.09% 212
2021
Q4 		$344M Buy
1,362,383
+997,391
+273% +$238M 0.06% 305
2021
Q3 		$80.9M Buy
364,992
+45,595
+14% +$10.2M 0.01% 679
2021
Q2 		$66.7M Buy
+319,397
New +$63.9M 0.01% 739
2020
Q4 		– Sell
-2,379
Closed -$355K – 1916
2020
Q3 		$355K Sell
2,379
-2,058
-46% -$315K ﹤0.01% 1778
2020
Q2 		$686K Sell
4,437
-279,996
-98% -$44.3M ﹤0.01% 1580
2020
Q1 		$41.9M Sell
284,433
-37,843
-12% -$7.62M 0.01% 684
2019
Q4 		$67.6M Sell
322,276
-16,786
-5% -$3.6M 0.01% 680
2019
Q3 		$73M Sell
339,062
-9,362
-3% -$1.96M 0.02% 617
2019
Q2 		$70.8M Buy
348,424
+9,060
+3% +$1.84M 0.02% 657
2019
Q1 		$68.1M Buy
339,364
+1,324
+0.4% +$253K 0.02% 651
2018
Q4 		$58.8M Sell
338,040
-9,856
-3% -$1.78M 0.01% 670
2018
Q3 		$63M Buy
347,896
+36,378
+12% +$6.5M 0.01% 728
2018
Q2 		$53.5M Sell
311,518
-712,127
-70% -$118M 0.01% 770
2018
Q1 		$168M Buy
1,023,645
+26,091
+3% +$4.28M 0.04% 412
2017
Q4 		$178M Buy
997,554
+180,356
+22% +$32.7M 0.04% 393
2017
Q3 		$146M Buy
817,198
+90,578
+12% +$17M 0.03% 431
2017
Q2 		$140M Sell
726,620
-10,948
-1% -$2.09M 0.03% 404
2017
Q1 		$135M Buy
737,568
+5,765
+0.8% +$1.03M 0.03% 406
2016
Q4 		$130M Sell
731,803
-31,877
-4% -$5.37M 0.03% 420
2016
Q3 		$136M Sell
763,680
-635,933
-45% -$114M 0.03% 396
2016
Q2 		$252M Sell
1,399,613
-1,066,299
-43% -$192M 0.07% 268
2016
Q1 		$469M Sell
2,465,912
-97,092
-4% -$17.1M 0.12% 178
2015
Q4 		$472M Buy
2,563,004
+1,516
+0.1% +$271K 0.12% 170
2015
Q3 		$448M Buy
2,561,488
+70,710
+3% +$12M 0.12% 168
2015
Q2 		$398M Sell
2,490,778
-30,267
-1% -$5.04M 0.1% 201
2015
Q1 		$439M Buy
2,521,045
+918,189
+57% +$159M 0.11% 185
2014
Q4 		$262M Buy
1,602,856
+337,304
+27% +$52.9M 0.07% 275
2014
Q3 		$178M Sell
1,265,552
-66,230
-5% -$9.82M 0.05% 360
2014
Q2 		$189M Buy
1,331,782
+304,576
+30% +$42.1M 0.05% 370
2014
Q1 		$135M Buy
1,027,206
+207,992
+25% +$26.2M 0.04% 450
2013
Q4 		$96.9M Sell
819,214
-76,990
-9% -$9.48M 0.03% 541
2013
Q3 		$114M Buy
896,204
+234,738
+35% +$31M 0.04% 455
2013
Q2 		$89.2M Buy
+661,466
New +$88.4M 0.03% 504

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's AVB Position: Q1 2026 in Review

Wellington Management Group reduced its AvalonBay Communities (AVB) stake by 62% in Q1 2026, selling an estimated $170M and leaving 603,725 shares worth $98.6M. The position accounts for 0.02% of the portfolio, ranked #553.

Wellington Management Group first reported a position in AVB in Q2 2013 and has held it in 50 quarters since. The position peaked at $557M in Q1 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Wellington Management Group held 603,725 shares of AvalonBay Communities worth $98.6M as of Q1 2026.
  • Wellington Management Group sold 972,733 AvalonBay Communities shares in Q1 2026, an estimated $170M.
  • AvalonBay Communities made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #553 holding.
  • Wellington Management Group first reported a position in AvalonBay Communities in Q2 2013 and has held it in 50 quarters since.
  • Wellington Management Group's AvalonBay Communities position peaked at $557M in Q1 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.