Atria Wealth Solutions’s AvalonBay Communities AVB Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$227K	Buy	1,105 +48	+5%	+$9.82K	0.01%	1306
2025 Q1	$229K	Buy	1,057 +10	+1%	+$2.17K	﹤0.01%	1643
2024 Q4	$232K	Sell	1,047 -54	-5%	-$12.2K	﹤0.01%	1721
2024 Q3	$250K	Sell	1,101 -2,032	-65%	-$439K	﹤0.01%	1623
2024 Q2	$650K	Buy	3,133 +1,955	+166%	+$378K	0.01%	1100
2024 Q1	$220K	Sell	1,178 -68	-5%	-$12.2K	﹤0.01%	1763
2023 Q4	$235K	Buy	1,246 +11	+0.9%	+$1.92K	﹤0.01%	1673
2023 Q3	$214K	Sell	1,235 -12	-1%	-$2.22K	﹤0.01%	1657
2023 Q2	$238K	Sell	1,247 -40	-3%	-$7.14K	﹤0.01%	1592
2023 Q1	$218K	Buy	1,287 +12	+0.9%	+$2.05K	﹤0.01%	1621
2022 Q4	$208K	Buy	+1,275	New	+$217K	﹤0.01%	1590
2022 Q2	–	Sell	-1,540	Closed	-$383K	–	1642
2022 Q1	$383K	Buy	+1,540	New	+$376K	0.01%	1196

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's AVB Position: Q2 2025 in Review

Atria Wealth Solutions increased its AvalonBay Communities (AVB) stake by 4.5% in Q2 2025, buying an estimated $9.82K and bringing the position to 1,105 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1306.

Atria Wealth Solutions first reported a position in AVB in Q1 2022 and has held it in 12 quarters since. The position peaked at $650K in Q2 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

Atria Wealth Solutions held 1,105 shares of AvalonBay Communities worth $227K as of Q2 2025.
Atria Wealth Solutions bought 48 AvalonBay Communities shares in Q2 2025, an estimated $9.82K.
AvalonBay Communities made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1306 holding.
Atria Wealth Solutions first reported a position in AvalonBay Communities in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's AvalonBay Communities position peaked at $650K in Q2 2024.
764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.