Westerkirk Capital’s AvalonBay Communities AVB Stock Holding History

Westerkirk Capital’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 Q2	$774K	Hold	4,100	–	–	0.07%	130
2026 Q1	$670K	Hold	4,100	–	–	0.07%	126
2025 Q4	$743K	Buy	4,100 +300	+8%	+$54.4K	0.07%	126
2025 Q3	$734K	Hold	3,800	–	–	0.08%	171
2025 Q2	$773K	Buy	+3,800	New	+$777K	0.1%	164

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

Norges Bank Oslo, Norway $1T AUM

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

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

Westerkirk Capital's AVB Position: Q2 2026 in Review

Westerkirk Capital held its AvalonBay Communities (AVB) position steady in Q2 2026 at 4,100 shares worth $774K. The position accounts for 0.07% of the portfolio, ranked #130.

Westerkirk Capital first reported a position in AVB in Q2 2025 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Westerkirk Capital held 4,100 shares of AvalonBay Communities worth $774K as of Q2 2026.
Westerkirk Capital left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up 0.07% of Westerkirk Capital's portfolio in Q2 2026, its #130 holding.
Westerkirk Capital first reported a position in AvalonBay Communities in Q2 2025 and has held it in 5 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.