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Whipplewood Advisors’s AvalonBay Communities AVB Stock Holding History

Whipplewood Advisors’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 		$653 Sell
4
-150
-97% -$26.2K ﹤0.01% 956
2025
Q4 		$27.9K Hold
154
– – 0.02% 233
2025
Q3 		$29.7K Sell
154
-9
-6% -$1.75K 0.02% 226
2025
Q2 		$33.2K Sell
163
-20
-11% -$4.09K 0.02% 386
2025
Q1 		$35K Buy
183
+20
+12% +$4.34K 0.02% 362
2024
Q4 		$35.9K Buy
+163
New +$36.8K 0.02% 360

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

Whipplewood Advisors's AVB Position: Q1 2026 in Review

Whipplewood Advisors reduced its AvalonBay Communities (AVB) stake by 97% in Q1 2026, selling an estimated $26.2K and leaving 4 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Whipplewood Advisors first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.9K in Q4 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Whipplewood Advisors held 4 shares of AvalonBay Communities worth $653 as of Q1 2026.
  • Whipplewood Advisors sold 150 AvalonBay Communities shares in Q1 2026, an estimated $26.2K.
  • AvalonBay Communities made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #956 holding.
  • Whipplewood Advisors first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's AvalonBay Communities position peaked at $35.9K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.