BWL
AVB

Bogart Wealth LLC’s AvalonBay Communities AVB Stock Holding History

Bogart Wealth LLC’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 		$13.2K Sell
70
-1
-1% -$181 ﹤0.01% 921
2026
Q1 		$11.6K Buy
71
+13
+22% +$2.27K ﹤0.01% 874
2025
Q4 		$10.5K Buy
58
+24
+71% +$4.36K ﹤0.01% 857
2025
Q3 		$6.56K Buy
34
+8
+31% +$1.56K ﹤0.01% 919
2025
Q2 		$5.26K Sell
26
-2
-7% -$409 ﹤0.01% 931
2025
Q1 		$5.95K Buy
28
+2
+8% +$434 ﹤0.01% 870
2024
Q4 		$5.64K Buy
26
+14
+117% +$3.16K ﹤0.01% 856
2024
Q3 		$2.6K Buy
12
+1
+9% +$216 ﹤0.01% 941
2024
Q2 		$2.37K Hold
11
– – ﹤0.01% 907
2024
Q1 		$2.11K Hold
11
– – ﹤0.01% 901
2023
Q4 		$2.11K Hold
11
– – ﹤0.01% 893
2023
Q3 		$1.91K Buy
+11
New +$2.03K ﹤0.01% 883

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bogart Wealth LLC's AVB Position: Q2 2026 in Review

Bogart Wealth LLC reduced its AvalonBay Communities (AVB) stake by 1.4% in Q2 2026, selling an estimated $181 and leaving 70 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Bogart Wealth LLC first reported a position in AVB in Q3 2023 and has held it in 12 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Bogart Wealth LLC held 70 shares of AvalonBay Communities worth $13.2K as of Q2 2026.
  • Bogart Wealth LLC sold 1 AvalonBay Communities share in Q2 2026, an estimated $181.
  • AvalonBay Communities made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #921 holding.
  • Bogart Wealth LLC first reported a position in AvalonBay Communities in Q3 2023 and has held it in 12 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.