Belpointe Asset Management’s AvalonBay Communities AVB Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-180	Closed	-$30.2K	–	790
2023 Q1	$30.2K	Buy	180 +46	+34%	+$7.85K	﹤0.01%	2046
2022 Q4	$21.6K	Buy	+134	New	+$22.8K	﹤0.01%	2131

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Belpointe Asset Management's AVB Position: Q2 2023 in Review

Belpointe Asset Management sold out of AvalonBay Communities (AVB) in Q2 2023, closing a stake of 180 shares — an estimated $30.2K sold.

Belpointe Asset Management first reported a position in AVB in Q4 2022 and held it in 2 quarters. The position peaked at $30.2K in Q1 2023. 642 funds tracked by Wall St. Rank hold AVB as of Q2 2023.

Belpointe Asset Management reported no remaining AvalonBay Communities position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 180 AvalonBay Communities shares in Q2 2023, an estimated $30.2K.
Belpointe Asset Management first reported a position in AvalonBay Communities in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's AvalonBay Communities position peaked at $30.2K in Q1 2023.
642 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.