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 Q2	$8K	Buy	45 +7	+18%	+$1.26K	﹤0.01%	640
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Avion Wealth's AVB Position: Q2 2026 in Review

Avion Wealth increased its AvalonBay Communities (AVB) stake by 18% in Q2 2026, buying an estimated $1.26K and bringing the position to 45 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Avion Wealth first reported a position in AVB in Q2 2023 and has held it in 13 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Avion Wealth held 45 shares of AvalonBay Communities worth $8K as of Q2 2026.
Avion Wealth bought 7 AvalonBay Communities shares in Q2 2026, an estimated $1.26K.
AvalonBay Communities made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #640 holding.
Avion Wealth first reported a position in AvalonBay Communities in Q2 2023 and has held it in 13 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.