Bell Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Bell Investment 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	$4.15K	Sell	22 -3	-12%	-$542	﹤0.01%	1054
2026 Q1	$4.08K	Sell	25 -6	-19%	-$1.05K	﹤0.01%	1051
2025 Q4	$5.62K	Sell	31 -44	-59%	-$7.98K	﹤0.01%	926
2025 Q3	$14.5K	Buy	75 +6	+9%	+$1.17K	﹤0.01%	506
2025 Q2	$14K	Hold	69	–	–	﹤0.01%	548
2025 Q1	$14.8K	Hold	69	–	–	﹤0.01%	473
2024 Q4	$15.2K	Hold	69	–	–	﹤0.01%	458
2024 Q3	$15.5K	Sell	69 -3	-4%	-$648	﹤0.01%	455
2024 Q2	$14.9K	Hold	72	–	–	﹤0.01%	466
2024 Q1	$13.4K	Hold	72	–	–	﹤0.01%	483
2023 Q4	$13.5K	Sell	72 -6	-8%	-$1.05K	﹤0.01%	456
2023 Q3	$13.4K	Sell	78 -12	-13%	-$2.22K	﹤0.01%	404
2023 Q2	$17K	Buy	90 +2	+2%	+$357	﹤0.01%	346
2023 Q1	$14.8K	Buy	88 +19	+28%	+$3.24K	﹤0.01%	377
2022 Q4	$11.1K	Sell	69 -2	-3%	-$340	﹤0.01%	457
2022 Q3	$13K	Sell	71 -5	-7%	-$1.01K	﹤0.01%	343
2022 Q2	$15K	Buy	+76	New	+$16.5K	﹤0.01%	322
2021 Q4	$18K	Hold	70	–	–	﹤0.01%	331
2021 Q3	$16K	Buy	+70	New	+$15.7K	﹤0.01%	328

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

Bell Investment Advisors's AVB Position: Q2 2026 in Review

Bell Investment Advisors reduced its AvalonBay Communities (AVB) stake by 12% in Q2 2026, selling an estimated $542 and leaving 22 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Bell Investment Advisors first reported a position in AVB in Q3 2021 and has held it in 19 quarters since. The position peaked at $18K in Q4 2021. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Bell Investment Advisors held 22 shares of AvalonBay Communities worth $4.15K as of Q2 2026.
Bell Investment Advisors sold 3 AvalonBay Communities shares in Q2 2026, an estimated $542.
AvalonBay Communities made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1054 holding.
Bell Investment Advisors first reported a position in AvalonBay Communities in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's AvalonBay Communities position peaked at $18K in Q4 2021.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.