BWM
AVB

Bernard Wealth Management’s AvalonBay Communities AVB Stock Holding History

Bernard 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
2025
Q2 		– Sell
-7
Closed -$1.5K – 317
2025
Q1 		$1.5K Buy
+7
New +$1.52K ﹤0.01% 326

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bernard Wealth Management's AVB Position: Q2 2025 in Review

Bernard Wealth Management sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 7 shares — an estimated $1.5K sold.

Bernard Wealth Management first reported a position in AVB in Q1 2025 and held it in 1 quarter. The position peaked at $1.5K in Q1 2025. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Bernard Wealth Management reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 7 AvalonBay Communities shares in Q2 2025, an estimated $1.5K.
  • Bernard Wealth Management first reported a position in AvalonBay Communities in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's AvalonBay Communities position peaked at $1.5K in Q1 2025.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.