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 Q2	$4.99M	Buy	26,465 +13,731	+108%	+$2.48M	0.95%	33
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 $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

Beverly Hills Private Wealth's AVB Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its AvalonBay Communities (AVB) stake by 108% in Q2 2026, buying an estimated $2.48M and bringing the position to 26,465 shares worth $4.99M. The position accounts for 0.95% of the portfolio, ranked #33.

Beverly Hills Private Wealth first reported a position in AVB in Q1 2024 and has held it in 10 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Beverly Hills Private Wealth held 26,465 shares of AvalonBay Communities worth $4.99M as of Q2 2026.
Beverly Hills Private Wealth bought 13,731 AvalonBay Communities shares in Q2 2026, an estimated $2.48M.
AvalonBay Communities made up 0.95% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #33 holding.
Beverly Hills Private Wealth first reported a position in AvalonBay Communities in Q1 2024 and has held it in 10 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.