Bartlett & Co Wealth Management’s AvalonBay Communities AVB Stock Holding History

Bartlett & Co 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	$6.02K	Sell	33 -19	-37%	-$3.32K	﹤0.01%	992
2025 Q4	$9.52K	Sell	52 -15	-22%	-$2.72K	﹤0.01%	929
2025 Q3	$13.1K	Sell	67 -6	-8%	-$1.17K	﹤0.01%	884
2025 Q2	$15K	Buy	73 +2	+3%	+$409	﹤0.01%	863
2025 Q1	$15.4K	Buy	+71	New	+$15.4K	﹤0.01%	857
2020 Q1	–	Sell	-240	Closed	-$50.7K	–	845
2019 Q4	$50.7K	Hold	240	–	–	﹤0.01%	529
2019 Q3	$52K	Hold	240	–	–	﹤0.01%	523
2019 Q2	$49.1K	Sell	240 -245	-51%	-$49.6K	﹤0.01%	433
2019 Q1	$98.1K	Hold	485	–	–	﹤0.01%	322
2018 Q4	$85.1K	Hold	485	–	–	﹤0.01%	325
2018 Q3	$88.6K	Hold	485	–	–	﹤0.01%	337
2018 Q2	$84.1K	Hold	485	–	–	﹤0.01%	343
2018 Q1	$80.5K	Buy	+485	New	+$79.5K	﹤0.01%	364

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

Bartlett & Co Wealth Management's AVB Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its AvalonBay Communities (AVB) stake by 37% in Q1 2026, selling an estimated $3.32K and leaving 33 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Bartlett & Co Wealth Management first reported a position in AVB in Q1 2018 and has held it in 13 quarters since. The position peaked at $98.1K in Q1 2019. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Bartlett & Co Wealth Management held 33 shares of AvalonBay Communities worth $6.02K as of Q1 2026.
Bartlett & Co Wealth Management sold 19 AvalonBay Communities shares in Q1 2026, an estimated $3.32K.
AvalonBay Communities made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #992 holding.
Bartlett & Co Wealth Management first reported a position in AvalonBay Communities in Q1 2018 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's AvalonBay Communities position peaked at $98.1K in Q1 2019.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.