WW
AVB

Winnow Wealth’s AvalonBay Communities AVB Stock Holding History

Winnow Wealth’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
Q4 		– Sell
-9
Closed -$1.75K – 596
2025
Q3 		$1.75K Buy
+9
New +$1.75K ﹤0.01% 364
2025
Q2 		– Sell
-4
Closed -$663 – 209
2025
Q1 		$663 Buy
4
+1
+33% +$217 ﹤0.01% 452
2024
Q4 		$456 Buy
+3
New +$677 ﹤0.01% 449

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 $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winnow Wealth's AVB Position: Q4 2025 in Review

Winnow Wealth sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 9 shares — an estimated $1.75K sold.

Winnow Wealth first reported a position in AVB in Q4 2024 and held it in 3 quarters. The position peaked at $1.75K in Q3 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Winnow Wealth reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 9 AvalonBay Communities shares in Q4 2025, an estimated $1.75K.
  • Winnow Wealth first reported a position in AvalonBay Communities in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's AvalonBay Communities position peaked at $1.75K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.