Avantax Advisory Services’s AvalonBay Communities AVB Stock Holding History

Avantax Advisory Services’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	$2.68M	Buy	13,171 +434	+3%	+$88.8K	0.01%	668
2025 Q1	$2.73M	Sell	12,737 -422	-3%	-$91.6K	0.02%	616
2024 Q4	$2.89M	Buy	13,159 +1	+0%	+$226	0.02%	573
2024 Q3	$2.96M	Buy	13,158 +101	+0.8%	+$21.8K	0.02%	550
2024 Q2	$2.7M	Buy	+13,057	New	+$2.52M	0.02%	559

Other funds holding AVB

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Avantax Advisory Services's AVB Position: Q2 2025 in Review

Avantax Advisory Services increased its AvalonBay Communities (AVB) stake by 3.4% in Q2 2025, buying an estimated $88.8K and bringing the position to 13,171 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #668.

Avantax Advisory Services first reported a position in AVB in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.96M in Q3 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

Avantax Advisory Services held 13,171 shares of AvalonBay Communities worth $2.68M as of Q2 2025.
Avantax Advisory Services bought 434 AvalonBay Communities shares in Q2 2025, an estimated $88.8K.
AvalonBay Communities made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #668 holding.
Avantax Advisory Services first reported a position in AvalonBay Communities in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's AvalonBay Communities position peaked at $2.96M in Q3 2024.
764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.