AFW
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Avantra Family Wealth’s AvalonBay Communities AVB Stock Holding History

Avantra Family Wealth’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 		$308K Buy
+1,886
New +$330K 0.23% 125
2025
Q4 		– Sell
-1,310
Closed -$253K – 158
2025
Q3 		$253K Buy
+1,310
New +$255K 0.19% 138

Other funds holding AVB

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Avantra Family Wealth's AVB Position: Q1 2026 in Review

Avantra Family Wealth opened a new position in AvalonBay Communities (AVB) in Q1 2026: 1,886 shares worth $308K. The stake represents 0.23% of the portfolio and ranks #125 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in AVB as recently as Q3 2025.

Avantra Family Wealth first reported a position in AVB in Q3 2025 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Avantra Family Wealth held 1,886 shares of AvalonBay Communities worth $308K as of Q1 2026.
  • AvalonBay Communities was a new Avantra Family Wealth position in Q1 2026.
  • AvalonBay Communities made up 0.23% of Avantra Family Wealth's portfolio in Q1 2026, its #125 holding.
  • Avantra Family Wealth first reported a position in AvalonBay Communities in Q3 2025 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.