Abound Wealth Management’s AvalonBay Communities AVB Stock Holding History

Abound 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	$378	Sell	2 -15	-88%	-$2.71K	﹤0.01%	994
2026 Q1	$2.78K	Hold	17	–	–	﹤0.01%	849
2025 Q4	$3.09K	Hold	17	–	–	﹤0.01%	779
2025 Q3	$3.29K	Hold	17	–	–	﹤0.01%	731
2025 Q2	$3.46K	Hold	17	–	–	﹤0.01%	659
2025 Q1	$3.65K	Hold	17	–	–	﹤0.01%	600
2024 Q4	$3.75K	Hold	17	–	–	﹤0.01%	588
2024 Q3	$3.83K	Hold	17	–	–	﹤0.01%	599
2024 Q2	$3.52K	Hold	17	–	–	﹤0.01%	560
2024 Q1	$3.16K	Hold	17	–	–	﹤0.01%	612
2023 Q4	$3.19K	Hold	17	–	–	﹤0.01%	594
2023 Q3	$2.92K	Hold	17	–	–	﹤0.01%	563
2023 Q2	$3.22K	Buy	17 +2	+13%	+$357	﹤0.01%	580
2023 Q1	$2.53K	Hold	15	–	–	﹤0.01%	557
2022 Q4	$2.43K	Hold	15	–	–	﹤0.01%	508
2022 Q3	$2.77K	Buy	+15	New	+$3.03K	﹤0.01%	444

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

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

Abound Wealth Management reduced its AvalonBay Communities (AVB) stake by 88% in Q2 2026, selling an estimated $2.71K and leaving 2 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Abound Wealth Management first reported a position in AVB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.83K in Q3 2024. 121 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Abound Wealth Management held 2 shares of AvalonBay Communities worth $378 as of Q2 2026.
Abound Wealth Management sold 15 AvalonBay Communities shares in Q2 2026, an estimated $2.71K.
AvalonBay Communities made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #994 holding.
Abound Wealth Management first reported a position in AvalonBay Communities in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's AvalonBay Communities position peaked at $3.83K in Q3 2024.
121 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.