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Advisor Resource Council’s AvalonBay Communities AVB Stock Holding History

Advisor Resource Council’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
Q3 		– Sell
-1,420
Closed -$289K – 54
2025
Q2 		$289K Sell
1,420
-1,005
-41% -$206K 0.14% 133
2025
Q1 		$216K Buy
+2,425
New +$526K 0.02% 536
2024
Q4 		– Sell
-2,390
Closed -$538K – 85
2024
Q3 		$538K Buy
+2,390
New +$516K 0.24% 108
2024
Q2 		– Sell
-1,645
Closed -$308K – 81
2024
Q1 		$308K Buy
1,645
+439
+36% +$78.9K 0.13% 166
2023
Q4 		$226K Sell
1,206
-294
-20% -$51.3K 0.03% 423
2023
Q3 		$258K Buy
1,500
+250
+20% +$46.2K 0.17% 120
2023
Q2 		$237K Buy
1,250
+60
+5% +$10.7K 0.14% 137
2023
Q1 		$203K Buy
+1,190
New +$203K 0.05% 237

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return