Beverly Hills Private Wealth’s AvalonBay Communities AVB Stock Holding History

Beverly Hills Private Wealth’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 Q1	$2.08M	Buy	12,734 +9,388	+281%	+$1.64M	0.35%	77
2025 Q4	$607K	Buy	3,346 +2,136	+177%	+$388K	0.1%	156
2025 Q3	$234K	Sell	1,210 -418	-26%	-$81.4K	0.04%	305
2025 Q2	$331K	Sell	1,628 -5	-0.3%	-$1.02K	0.06%	244
2025 Q1	$351K	Sell	1,633 -144	-8%	-$31.3K	0.07%	233
2024 Q4	$391K	Sell	1,777 -917	-34%	-$207K	0.08%	204
2024 Q3	$607K	Sell	2,694 -2,401	-47%	-$519K	0.12%	161
2024 Q2	$1.05M	Buy	5,095 +2,085	+69%	+$403K	0.23%	110
2024 Q1	$559K	Buy	+3,010	New	+$541K	0.13%	172

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beverly Hills Private Wealth's AVB Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its AvalonBay Communities (AVB) stake by 281% in Q1 2026, buying an estimated $1.64M and bringing the position to 12,734 shares worth $2.08M. The position accounts for 0.35% of the portfolio, ranked #77.

Beverly Hills Private Wealth first reported a position in AVB in Q1 2024 and has held it in 9 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Beverly Hills Private Wealth held 12,734 shares of AvalonBay Communities worth $2.08M as of Q1 2026.
Beverly Hills Private Wealth bought 9,388 AvalonBay Communities shares in Q1 2026, an estimated $1.64M.
AvalonBay Communities made up 0.35% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #77 holding.
Beverly Hills Private Wealth first reported a position in AvalonBay Communities in Q1 2024 and has held it in 9 quarters since.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.