BWA
AVB

Basecamp Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Basecamp Wealth Advisors’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 		$23.6K Buy
125
+15
+14% +$2.71K ﹤0.01% 753
2026
Q1 		$18K Buy
110
+3
+3% +$524 ﹤0.01% 860
2025
Q4 		$19.4K Buy
+107
New +$19.4K ﹤0.01% 801

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Basecamp Wealth Advisors's AVB Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its AvalonBay Communities (AVB) stake by 14% in Q2 2026, buying an estimated $2.71K and bringing the position to 125 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Basecamp Wealth Advisors first reported a position in AVB in Q4 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Basecamp Wealth Advisors held 125 shares of AvalonBay Communities worth $23.6K as of Q2 2026.
  • Basecamp Wealth Advisors bought 15 AvalonBay Communities shares in Q2 2026, an estimated $2.71K.
  • AvalonBay Communities made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #753 holding.
  • Basecamp Wealth Advisors first reported a position in AvalonBay Communities in Q4 2025 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.