AFW
AVB

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
Q2 		– Sell
-1,886
Closed -$308K – 167
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 $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

Avantra Family Wealth's AVB Position: Q2 2026 in Review

Avantra Family Wealth sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 1,886 shares — an estimated $308K sold.

Avantra Family Wealth first reported a position in AVB in Q3 2025 and held it in 2 quarters. The position peaked at $308K in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Avantra Family Wealth reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,886 AvalonBay Communities shares in Q2 2026, an estimated $308K.
  • Avantra Family Wealth first reported a position in AvalonBay Communities in Q3 2025 and held it in 2 quarters.
  • Avantra Family Wealth's AvalonBay Communities position peaked at $308K in Q1 2026.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.