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West Coast Financial’s AvalonBay Communities AVB Stock Holding History

West Coast Financial’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
2025
Q2 		– Sell
-1,297
Closed -$278K – 14
2025
Q1 		$278K Sell
1,297
-34
-3% -$7.38K 0.03% 145
2024
Q4 		$293K Sell
1,331
-84
-6% -$19K 0.03% 137
2024
Q3 		$319K Sell
1,415
-303
-18% -$65.4K 0.04% 137
2024
Q2 		$355K Sell
1,718
-14
-0.8% -$2.71K 0.04% 117
2024
Q1 		$321K Buy
1,732
+65
+4% +$11.7K 0.04% 129
2023
Q4 		$312K Hold
1,667
– – 0.04% 123
2023
Q3 		$286K Sell
1,667
-5
-0.3% -$924 0.04% 121
2023
Q2 		$316K Sell
1,672
-106
-6% -$18.9K 0.04% 120
2023
Q1 		$299K Sell
1,778
-248
-12% -$42.3K 0.05% 112
2022
Q4 		$327K Buy
2,026
+71
+4% +$12.1K 0.06% 100
2022
Q3 		$360K Buy
1,955
+876
+81% +$177K 0.07% 91
2022
Q2 		$210K Buy
+1,079
New +$234K 0.04% 123

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

West Coast Financial's AVB Position: Q2 2025 in Review

West Coast Financial sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 1,297 shares — an estimated $278K sold.

West Coast Financial first reported a position in AVB in Q2 2022 and held it in 12 quarters. The position peaked at $360K in Q3 2022. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • West Coast Financial reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 1,297 AvalonBay Communities shares in Q2 2025, an estimated $278K.
  • West Coast Financial first reported a position in AvalonBay Communities in Q2 2022 and held it in 12 quarters.
  • West Coast Financial's AvalonBay Communities position peaked at $360K in Q3 2022.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.