AWA
AVB

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
Q2 		$626K Buy
3,316
+141
+4% +$25.5K 0.01% 1012
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arkadios Wealth Advisors's AVB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its AvalonBay Communities (AVB) stake by 4.4% in Q2 2026, buying an estimated $25.5K and bringing the position to 3,316 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #1012.

Arkadios Wealth Advisors first reported a position in AVB in Q4 2019 and has held it in 14 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Arkadios Wealth Advisors held 3,316 shares of AvalonBay Communities worth $626K as of Q2 2026.
  • Arkadios Wealth Advisors bought 141 AvalonBay Communities shares in Q2 2026, an estimated $25.5K.
  • AvalonBay Communities made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1012 holding.
  • Arkadios Wealth Advisors first reported a position in AvalonBay Communities in Q4 2019 and has held it in 14 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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