Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  AvalonBay Communities (AVB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 79,970 0.06 Add 1.43% <0.01 $163.35 $13,063,100 SEC
2025   Q4 78,840 0.06 Add 18.41% <0.01 $181.31 $14,294,480 SEC
2025   Q3 66,580 0.07 Add 15.15% <0.01 $193.17 $12,861,259 SEC
2025   Q2 57,820 0.06 Add 2.07% <0.01 $203.50 $11,766,370 SEC
2025   Q1 56,650 0.07 Add 0.76% <0.01 $214.62 $12,158,223 SEC
2024   Q4 56,220 0.07 Reduce 0.69% <0.01 $219.97 $12,366,713 SEC
2024   Q3 56,610 0.07 Reduce 2.01% $225.25 $12,751,403 SEC
2024   Q2 57,770 0.00 Reduce 12.63% <0.01 SEC
2024   Q1 66,120 0.07 Reduce 10.67% <0.01 $185.56 $12,269,227 SEC
2023   Q4 74,020 0.08 Reduce 8.66% <0.01 $187.22 $13,858,024 SEC
2023   Q3 81,040 0.09 Reduce 14.74% 0.02 $171.74 $13,917,810 SEC
2023   Q2 95,050 0.11 Add 2.29% <0.01 $189.27 $17,990,114 SEC
2023   Q1 92,920 0.10 Add 7.42% <0.01 $168.06 $15,616,135 SEC
2022   Q4 86,500 0.09 Add 7.33% <0.01 $161.52 $13,971,480 SEC
2022   Q3 80,590 0.11 $184.19 $14,844,000 SEC
2022   Q2 80,590 0.10 Add 3.53% <0.01 $194.25 $15,655,000 SEC
2022   Q1 77,840 0.10 Add 1.38% <0.01 $248.37 $19,333,000 SEC
2021   Q4 76,780 0.09 Reduce 3.43% <0.01 $252.59 $19,394,000 SEC
2021   Q3 79,510 0.08 Reduce 18.16% 0.02 $221.65 $17,623,000 SEC
2021   Q2 97,150 0.09 Reduce 2.10% <0.01 $208.69 $20,274,000 SEC
2021   Q1 99,230 0.09 Add 19.89% 0.01 $184.51 $18,309,000 SEC
2020   Q4 82,770 0.07 Add 1.33% <0.01 $160.43 $13,279,000 SEC
2020   Q3 81,680 0.07 Reduce 6.36% <0.01 $149.34 $12,198,000 SEC
2020   Q2 87,230 0.08 Reduce 22.59% 0.03 $154.64 $13,489,000 SEC
2020   Q1 112,680 0.12 Reduce 21.24% 0.03 $147.17 $16,583,000 SEC
2019   Q4 143,060 0.15 Reduce 5.46% <0.01 $209.70 $30,000,000 SEC
2019   Q3 151,320 0.17 Add 3.74% <0.01 $215.33 $32,584,000 SEC
2019   Q2 145,870 0.16 Reduce 6.75% 0.01 $203.18 $29,638,000 SEC
2019   Q1 156,430 0.16 Reduce 5.51% <0.01 $200.73 $31,400,000 SEC
2018   Q4 165,550 0.17 Add 7.43% 0.01 $174.05 $28,814,000 SEC
2018   Q3 154,102 0.12 Add 22.78% 0.02 $181.15 $27,916,000 SEC
2018   Q2 125,506 0.09 Add 7.93% <0.01 $171.89 $21,573,000 SEC
2018   Q1 116,282 0.08 Add 38.25% 0.02 $164.46 $19,124,000 SEC
2017   Q4 84,111 0.06 Add 0.14% <0.01 $178.41 $15,006,000 SEC
2017   Q3 83,991 0.06 Reduce 26.65% 0.03 $178.42 $14,986,000 SEC
2017   Q2 114,501 0.10 Reduce 0.15% <0.01 $192.17 $22,004,000 SEC
2017   Q1 114,675 0.09 Add 0.33% <0.01 $183.60 $21,054,000 SEC
2016   Q4 114,301 0.09 Add 2.08% <0.01 $177.15 $20,248,000 SEC
2016   Q3 111,971 0.09 Add 0.00% $177.84 $19,913,000 SEC
2016   Q2 111,970 0.09 Add 11.84% <0.01 $180.39 $20,198,000 SEC
2016   Q1 100,117 0.09 Add 16.61% 0.01 $190.20 $19,042,000 SEC
2015   Q4 85,856 0.07 Add 9.20% <0.01 $184.13 $15,809,000 SEC
2015   Q3 78,626 0.06 Reduce 61.00% 0.07 $174.81 $13,745,000 SEC
2015   Q2 201,583 0.12 Reduce 15.29% 0.02 $159.87 $32,227,000 SEC
2015   Q1 237,969 0.15 Add 53.55% 0.05 $174.25 $41,466,000 SEC
2014   Q4 154,976 0.09 Reduce 2.52% <0.01 $163.39 $25,322,000 SEC
2014   Q3 158,985 0.07 Reduce 39.66% 0.05 $140.97 $22,412,000 SEC
2014   Q2 263,499 0.12 Add 0.13% <0.01 $142.19 $37,467,000 SEC
2014   Q1 263,169 0.10 Reduce 31.40% 0.03 $131.32 $34,559,000 SEC
2013   Q4 383,614 0.11 Add 1.84% <0.01 $118.23 $45,355,000 SEC
2013   Q3 376,698 0.13 Reduce 20.40% 0.03 $127.09 $47,875,000 SEC
2013   Q2 473,227 0.17 Buy 0.17 $134.91 $63,843,000 SEC