Arkadios Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Arkadios 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
2026 Q1	$519K	Sell	3,175 -81	-2%	-$14.2K	0.01%	1095
2025 Q4	$590K	Buy	3,256 +180	+6%	+$32.7K	0.01%	923
2025 Q3	$594K	Buy	3,076 +637	+26%	+$124K	0.01%	857
2025 Q2	$496K	Buy	2,439 +151	+7%	+$30.9K	0.01%	846
2025 Q1	$491K	Buy	+2,288	New	+$497K	0.02%	713
2021 Q4	–	Sell	-331	Closed	-$73K	–	661
2021 Q3	$73K	Buy	331 +185	+127%	+$41.5K	0.01%	766
2021 Q2	$30K	Buy	146 +106	+265%	+$21.2K	﹤0.01%	1120
2021 Q1	$7K	Buy	40 +1	+3%	+$175	﹤0.01%	1270
2020 Q4	$6K	Sell	39 -68	-64%	-$10.8K	﹤0.01%	1058
2020 Q3	$15.9K	Buy	107 +2	+2%	+$306	0.01%	650
2020 Q2	$16.2K	Buy	105 +100	+2,000%	+$15.8K	0.01%	586
2020 Q1	$736	Hold	5	–	–	﹤0.01%	987
2019 Q4	$1.13K	Buy	+5	New	+$1.07K	﹤0.01%	872

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's AVB Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its AvalonBay Communities (AVB) stake by 2.5% in Q1 2026, selling an estimated $14.2K and leaving 3,175 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #1095.

Arkadios Wealth Advisors first reported a position in AVB in Q4 2019 and has held it in 13 quarters since. The position peaked at $594K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Arkadios Wealth Advisors held 3,175 shares of AvalonBay Communities worth $519K as of Q1 2026.
Arkadios Wealth Advisors sold 81 AvalonBay Communities shares in Q1 2026, an estimated $14.2K.
AvalonBay Communities made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1095 holding.
Arkadios Wealth Advisors first reported a position in AvalonBay Communities in Q4 2019 and has held it in 13 quarters since.
Arkadios Wealth Advisors's AvalonBay Communities position peaked at $594K in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.