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Axxcess Wealth Management’s AvalonBay Communities AVB Stock Holding History

Axxcess Wealth Management’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 		– Sell
-2,214
Closed -$401K – 411
2025
Q4 		$401K Sell
2,214
-527
-19% -$95.6K 0.01% 759
2025
Q3 		$529K Buy
2,741
+144
+6% +$28K 0.01% 608
2025
Q2 		$529K Buy
2,597
+499
+24% +$102K 0.01% 584
2025
Q1 		$450K Sell
2,098
-870
-29% -$189K 0.01% 579
2024
Q4 		$653K Sell
2,968
-30
-1% -$6.77K 0.02% 490
2024
Q3 		$675K Buy
2,998
+853
+40% +$184K 0.02% 488
2024
Q2 		$444K Sell
2,145
-12
-0.6% -$2.32K 0.01% 549
2024
Q1 		$400K Sell
2,157
-95
-4% -$17.1K 0.01% 593
2023
Q4 		$422K Buy
2,252
+91
+4% +$15.9K 0.01% 561
2023
Q3 		$371K Sell
2,161
-92
-4% -$17K 0.01% 544
2023
Q2 		$426K Buy
2,253
+122
+6% +$21.8K 0.03% 386
2023
Q1 		$358K Buy
2,131
+5
+0.2% +$853 0.03% 442
2022
Q4 		$343K Buy
+2,126
New +$362K 0.03% 426

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

Axxcess Wealth Management's AVB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 2,214 shares — an estimated $401K sold.

Axxcess Wealth Management first reported a position in AVB in Q4 2022 and held it in 13 quarters. The position peaked at $675K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,214 AvalonBay Communities shares in Q1 2026, an estimated $401K.
  • Axxcess Wealth Management first reported a position in AvalonBay Communities in Q4 2022 and held it in 13 quarters.
  • Axxcess Wealth Management's AvalonBay Communities position peaked at $675K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.