BTWM
AVB

Baker Tilly Wealth Management’s AvalonBay Communities AVB Stock Holding History

Baker Tilly 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
-3,833
Closed -$695K – 285
2025
Q4 		$695K Sell
3,833
-198
-5% -$35.9K 0.17% 124
2025
Q3 		$779K Buy
4,031
+507
+14% +$98.7K 0.18% 106
2025
Q2 		$717K Buy
3,524
+277
+9% +$56.6K 0.26% 88
2025
Q1 		$697K Buy
3,247
+58
+2% +$12.6K 0.27% 92
2024
Q4 		$702K Buy
3,189
+312
+11% +$70.4K 0.28% 85
2024
Q3 		$648K Buy
2,877
+737
+34% +$159K 0.29% 86
2024
Q2 		$443K Sell
2,140
-92
-4% -$17.8K 0.18% 136
2024
Q1 		$414K Buy
2,232
+45
+2% +$8.09K 0.07% 294
2023
Q4 		$409K Sell
2,187
-630
-22% -$110K 0.07% 331
2023
Q3 		$484K Sell
2,817
-6,715
-70% -$1.24M 0.08% 268
2023
Q2 		$1.8M Buy
9,532
+1,841
+24% +$329K 0.19% 118
2023
Q1 		$1.29M Buy
7,691
+544
+8% +$92.8K 0.15% 156
2022
Q4 		$1.15M Buy
+7,147
New +$1.22M 0.14% 166

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baker Tilly Wealth Management's AVB Position: Q1 2026 in Review

Baker Tilly Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 3,833 shares — an estimated $695K sold.

Baker Tilly Wealth Management first reported a position in AVB in Q4 2022 and held it in 13 quarters. The position peaked at $1.8M in Q2 2023. 745 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Baker Tilly Wealth Management reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,833 AvalonBay Communities shares in Q1 2026, an estimated $695K.
  • Baker Tilly Wealth Management first reported a position in AvalonBay Communities in Q4 2022 and held it in 13 quarters.
  • Baker Tilly Wealth Management's AvalonBay Communities position peaked at $1.8M in Q2 2023.
  • 745 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.