Advisory Alpha’s AvalonBay Communities AVB Stock Holding History

Advisory Alpha’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	$529K	Buy	2,801 +251	+10%	+$45.4K	0.01%	356
2026 Q1	$417K	Buy	+2,550	New	+$446K	0.01%	366
2019 Q4	–	Sell	-11	Closed	-$2.41K	–	763
2019 Q3	$2.41K	Buy	+11	New	+$2.3K	﹤0.01%	627
2019 Q2	–	Sell	-3	Closed	-$596	–	155
2019 Q1	$596	Buy	+3	New	+$573	﹤0.01%	642

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

Advisory Alpha's AVB Position: Q2 2026 in Review

Advisory Alpha increased its AvalonBay Communities (AVB) stake by 9.8% in Q2 2026, buying an estimated $45.4K and bringing the position to 2,801 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #356.

Advisory Alpha first reported a position in AVB in Q1 2019 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Advisory Alpha held 2,801 shares of AvalonBay Communities worth $529K as of Q2 2026.
Advisory Alpha bought 251 AvalonBay Communities shares in Q2 2026, an estimated $45.4K.
AvalonBay Communities made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #356 holding.
Advisory Alpha first reported a position in AvalonBay Communities in Q1 2019 and has held it in 4 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.