AZZAD ASSET MANAGEMENT INC /ADV AVB — AVALONBAY CMNTYS INC

Ownership history in AZZAD ASSET MANAGEMENT INC /ADV  ·  9 quarters on record

AI Ownership Summary

AZZAD ASSET MANAGEMENT INC /ADV reported AVALONBAY CMNTYS INC (AVB) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.55% in 2025 Q1. The latest visible filing shows AVB at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AZZAD ASSET MANAGEMENT INC /ADV's position in AVALONBAY CMNTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVB was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVB stock page AZZAD ASSET MANAGEMENT INC /ADV fund profile AZZAD ASSET MANAGEMENT INC /ADV full holdings
How AZZAD ASSET MANAGEMENT INC /ADV held AVB — position size vs. price
% of Fund (quarterly)    AVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 16,347 -42 -0.3% 0.27% $3.1M 2026-07-29 —
2026 Q1 REDUCED — — — 16,389 -2,312 -12.4% 0.27% $2.7M 2026-04-30 —
2025 Q4 ADDED — — — 18,701 +677 +3.8% 0.33% $3.4M 2026-01-21 —
2025 Q3 ADDED — — — 18,024 +1,726 +10.6% 0.34% $3.5M 2025-11-05 —
2025 Q2 ADDED — — — 16,298 +3,387 +26.2% 0.36% $3.3M 2025-07-31 —
2025 Q1 ADDED — — — 12,911 +458 +3.7% 0.55% $2.8M 2025-04-15 —
2024 Q3 ADDED — — — 12,453 +422 +3.5% 0.31% $2.8M 2024-10-07 —
2024 Q2 ADDED — — — 12,031 +371 +3.2% 0.29% $2.5M 2024-07-30 —
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVB

As of 2026 Q3 — sorted by position size

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. 0.01% Allworth Financial LP 3Y 7Y 0.01% BFC Planning, Inc. 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About AZZAD ASSET MANAGEMENT INC /ADV and AVB

These are the practical questions this page is built to answer before you even open the full history table.

How long has AZZAD ASSET MANAGEMENT INC /ADV reported owning AVB?

AZZAD ASSET MANAGEMENT INC /ADV reported AVB across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AVB position in AZZAD ASSET MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for AVB was 0.55% in 2025 Q1.

What is the latest reported AVB position on this page?

The most recent filing on this page is 2026 Q2, when AZZAD ASSET MANAGEMENT INC /ADV reported 16,347 shares, equal to 0.27% of portfolio, with an estimated market value of $3.1M.

What does the chart on this AVB ownership page compare?

The chart compares AZZAD ASSET MANAGEMENT INC /ADV's quarterly AVB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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