44 Wealth Management’s AvalonBay Communities AVB Stock Holding History

44 Wealth Management’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 Q2	$716K	Sell	3,797 -155	-4%	-$28K	0.24%	115
2026 Q1	$646K	Buy	3,952 +689	+21%	+$120K	0.23%	129
2025 Q4	$592K	Sell	3,263 -670	-17%	-$122K	0.2%	131
2025 Q3	$760K	Buy	+3,933	New	+$766K	0.26%	113

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

44 Wealth Management's AVB Position: Q2 2026 in Review

44 Wealth Management reduced its AvalonBay Communities (AVB) stake by 3.9% in Q2 2026, selling an estimated $28K and leaving 3,797 shares worth $716K. The position accounts for 0.24% of the portfolio, ranked #115.

44 Wealth Management first reported a position in AVB in Q3 2025 and has held it in 4 quarters since. The position peaked at $760K in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

44 Wealth Management held 3,797 shares of AvalonBay Communities worth $716K as of Q2 2026.
44 Wealth Management sold 155 AvalonBay Communities shares in Q2 2026, an estimated $28K.
AvalonBay Communities made up 0.24% of 44 Wealth Management's portfolio in Q2 2026, its #115 holding.
44 Wealth Management first reported a position in AvalonBay Communities in Q3 2025 and has held it in 4 quarters since.
44 Wealth Management's AvalonBay Communities position peaked at $760K in Q3 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.