Zimmer Partners’s AvalonBay Communities AVB Stock Holding History

Zimmer Partners’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	–	Sell	-9,769	Closed	-$1.77M	–	131
2025 Q4	$1.77M	Sell	9,769 -1,894	-16%	-$344K	0.05%	100
2025 Q3	$2.25M	Buy	11,663 +9,300	+394%	+$1.81M	0.05%	122
2025 Q2	$481K	Buy	+2,363	New	+$483K	0.01%	143
2024 Q4	–	Sell	-9,600	Closed	-$2.16M	–	149
2024 Q3	$2.16M	Buy	+9,600	New	+$2.07M	0.04%	129
2024 Q1	–	Sell	-10,500	Closed	-$1.97M	–	133
2023 Q4	$1.97M	Buy	+10,500	New	+$1.83M	0.07%	84
2023 Q2	–	Sell	-275,000	Closed	-$46.2M	–	117
2023 Q1	$46.2M	Buy	+275,000	New	+$46.9M	0.95%	37
2022 Q2	–	Sell	-185,000	Closed	-$45.9M	–	95
2022 Q1	$45.9M	Sell	185,000 -732,500	-80%	-$179M	0.66%	46
2021 Q4	$232M	Buy	917,500 +867,500	+1,735%	+$207M	3.46%	4
2021 Q3	$11.1M	Buy	+50,000	New	+$11.2M	0.17%	94
2017 Q4	–	Sell	-12,500	Closed	-$2.23M	–	76
2017 Q3	$2.23M	Buy	+12,500	New	+$2.34M	0.05%	74

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmer Partners's AVB Position: Q1 2026 in Review

Zimmer Partners sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 9,769 shares — an estimated $1.77M sold.

Zimmer Partners first reported a position in AVB in Q3 2017 and held it in 10 quarters. The position peaked at $232M in Q4 2021. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Zimmer Partners reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Zimmer Partners sold 9,769 AvalonBay Communities shares in Q1 2026, an estimated $1.77M.
Zimmer Partners first reported a position in AvalonBay Communities in Q3 2017 and held it in 10 quarters.
Zimmer Partners's AvalonBay Communities position peaked at $232M in Q4 2021.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.