AFG
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Atomi Financial Group’s AvalonBay Communities AVB Stock Holding History

Atomi Financial Group’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 		$253K Buy
1,546
+232
+18% +$40.5K 0.01% 1043
2025
Q4 		$238K Buy
+1,314
New +$238K 0.01% 1055
2025
Q2 		– Sell
-1,164
Closed -$250K – 1115
2025
Q1 		$250K Sell
1,164
-162
-12% -$35.2K 0.01% 865
2024
Q4 		$292K Buy
1,326
+121
+10% +$27.3K 0.01% 733
2024
Q3 		$271K Buy
1,205
+174
+17% +$37.6K 0.02% 710
2024
Q2 		$213K Buy
+1,031
New +$199K 0.02% 718

Other funds holding AVB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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