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 Q2	$7.05K	Buy	37 +4	+12%	+$723	﹤0.01%	1043
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 $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

Bartlett & Co Wealth Management's AVB Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its AvalonBay Communities (AVB) stake by 12% in Q2 2026, buying an estimated $723 and bringing the position to 37 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Bartlett & Co Wealth Management first reported a position in AVB in Q1 2018 and has held it in 14 quarters since. The position peaked at $98.1K in Q1 2019. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Bartlett & Co Wealth Management held 37 shares of AvalonBay Communities worth $7.05K as of Q2 2026.
Bartlett & Co Wealth Management bought 4 AvalonBay Communities shares in Q2 2026, an estimated $723.
AvalonBay Communities made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1043 holding.
Bartlett & Co Wealth Management first reported a position in AvalonBay Communities in Q1 2018 and has held it in 14 quarters since.
Bartlett & Co Wealth Management's AvalonBay Communities position peaked at $98.1K in Q1 2019.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.