Aaron Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Aaron Wealth Advisors’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
2025 Q2	–	Sell	-1,058	Closed	-$227K	–	492
2025 Q1	$227K	Sell	1,058 -34	-3%	-$7.38K	0.03%	406
2024 Q4	$240K	Buy	+1,092	New	+$247K	0.03%	375
2022 Q2	–	Sell	-30,797	Closed	-$124K	–	245
2022 Q1	$124K	Buy	+30,797	New	+$7.52M	﹤0.01%	862

Other funds holding AVB

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Aaron Wealth Advisors's AVB Position: Q2 2025 in Review

Aaron Wealth Advisors sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 1,058 shares — an estimated $227K sold.

Aaron Wealth Advisors first reported a position in AVB in Q1 2022 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

Aaron Wealth Advisors reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 1,058 AvalonBay Communities shares in Q2 2025, an estimated $227K.
Aaron Wealth Advisors first reported a position in AvalonBay Communities in Q1 2022 and held it in 3 quarters.
Aaron Wealth Advisors's AvalonBay Communities position peaked at $240K in Q4 2024.
764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Aaron Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.