Wright Investors Service’s AvalonBay Communities AVB Stock Holding History

Wright Investors Service’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
2022 Q2	–	Sell	-5,652	Closed	-$1.4M	–	145
2022 Q1	$1.4M	Buy	5,652 +315	+6%	+$76.9K	0.35%	85
2021 Q4	$1.35M	Sell	5,337 -19	-0.4%	-$4.53K	0.34%	85
2021 Q3	$1.19M	Buy	5,356 +1,413	+36%	+$317K	0.34%	85
2021 Q2	$823K	Buy	+3,943	New	+$789K	0.22%	106
2019 Q2	–	Sell	-1,798	Closed	-$361K	–	153
2019 Q1	$361K	Sell	1,798 -12	-0.7%	-$2.29K	0.15%	119
2018 Q4	$315K	Buy	1,810 +36	+2%	+$6.5K	0.13%	115
2018 Q3	$321K	Buy	1,774 +19	+1%	+$3.39K	0.12%	125
2018 Q2	$302K	Sell	1,755 -5	-0.3%	-$826	0.12%	129
2018 Q1	$290K	Buy	+1,760	New	+$288K	0.1%	162

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return