Addison Advisors’s AvalonBay Communities AVB Stock Holding History

Addison 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
2026 Q2	$10.4K	Buy	55 +39	+244%	+$7.05K	﹤0.01%	408
2026 Q1	$2.61K	Buy	+16	New	+$2.8K	﹤0.01%	805
2025 Q4	–	Sell	-16	Closed	-$3.09K	–	901
2025 Q3	$3.09K	Buy	16 +3	+23%	+$584	﹤0.01%	749
2025 Q2	$2.65K	Buy	+13	New	+$2.66K	﹤0.01%	756
2023 Q1	–	Sell	-2	Closed	-$323	–	637
2022 Q4	$323	Sell	2 -20	-91%	-$3.4K	﹤0.01%	728
2022 Q3	$4K	Buy	22 +20	+1,000%	+$4.04K	﹤0.01%	509
2022 Q2	$0	Hold	2	–	–	﹤0.01%	665
2022 Q1	$0	Hold	2	–	–	﹤0.01%	703
2021 Q4	$1K	Buy	+2	New	+$477	﹤0.01%	555

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

Addison Advisors's AVB Position: Q2 2026 in Review

Addison Advisors increased its AvalonBay Communities (AVB) stake by 244% in Q2 2026, buying an estimated $7.05K and bringing the position to 55 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Addison Advisors first reported a position in AVB in Q4 2021 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Addison Advisors held 55 shares of AvalonBay Communities worth $10.4K as of Q2 2026.
Addison Advisors bought 39 AvalonBay Communities shares in Q2 2026, an estimated $7.05K.
AvalonBay Communities made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #408 holding.
Addison Advisors first reported a position in AvalonBay Communities in Q4 2021 and has held it in 9 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.