Avion Wealth’s AvalonBay Communities AVB Stock Holding History

Avion 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	$6K	Sell	38 -9	-19%	-$1.57K	﹤0.01%	602
2025 Q4	$8K	Buy	47 +5	+12%	+$907	﹤0.01%	533
2025 Q3	$8K	Buy	42 +1	+2%	+$195	﹤0.01%	527
2025 Q2	$8K	Buy	41 +12	+41%	+$2.45K	﹤0.01%	514
2025 Q1	$6K	Hold	29	–	–	﹤0.01%	486
2024 Q4	$6K	Buy	29 +2	+7%	+$452	﹤0.01%	485
2024 Q3	$6K	Hold	27	–	–	﹤0.01%	472
2024 Q2	$5K	Buy	27 +9	+50%	+$1.74K	﹤0.01%	450
2024 Q1	$4K	Buy	18 +6	+50%	+$1.08K	﹤0.01%	488
2023 Q4	$2K	Sell	12 -6	-33%	-$1.05K	﹤0.01%	530
2023 Q3	$3K	Hold	18	–	–	﹤0.01%	410
2023 Q2	$3K	Buy	+18	New	+$3.21K	﹤0.01%	406

Other funds holding AVB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

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

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

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

Avion Wealth's AVB Position: Q1 2026 in Review

Avion Wealth reduced its AvalonBay Communities (AVB) stake by 19% in Q1 2026, selling an estimated $1.57K and leaving 38 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Avion Wealth first reported a position in AVB in Q2 2023 and has held it in 12 quarters since. The position peaked at $8K in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Avion Wealth held 38 shares of AvalonBay Communities worth $6K as of Q1 2026.
Avion Wealth sold 9 AvalonBay Communities shares in Q1 2026, an estimated $1.57K.
AvalonBay Communities made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #602 holding.
Avion Wealth first reported a position in AvalonBay Communities in Q2 2023 and has held it in 12 quarters since.
Avion Wealth's AvalonBay Communities position peaked at $8K in Q4 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.