AFG
AVB

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
Q2 		$426K Buy
2,255
+709
+46% +$128K 0.01% 848
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 $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

Atomi Financial Group's AVB Position: Q2 2026 in Review

Atomi Financial Group increased its AvalonBay Communities (AVB) stake by 46% in Q2 2026, buying an estimated $128K and bringing the position to 2,255 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #848.

Atomi Financial Group first reported a position in AVB in Q2 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Atomi Financial Group held 2,255 shares of AvalonBay Communities worth $426K as of Q2 2026.
  • Atomi Financial Group bought 709 AvalonBay Communities shares in Q2 2026, an estimated $128K.
  • AvalonBay Communities made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #848 holding.
  • Atomi Financial Group first reported a position in AvalonBay Communities in Q2 2024 and has held it in 7 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.