BFPW
AVB

BOK Financial Private Wealth’s AvalonBay Communities AVB Stock Holding History

BOK Financial 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
2025
Q2 		– Sell
-205
Closed -$44.4K – 425
2025
Q1 		$44.4K Hold
205
– – ﹤0.01% 272
2024
Q4 		$45.4K Hold
205
– – ﹤0.01% 268
2024
Q3 		$46.5K Hold
205
– – ﹤0.01% 267
2024
Q2 		$42.8K Hold
205
– – ﹤0.01% 275
2024
Q1 		$38.4K Hold
205
– – ﹤0.01% 279
2023
Q4 		$38.7K Hold
205
– – ﹤0.01% 272
2023
Q3 		$35.5K Hold
205
– – ﹤0.01% 256
2023
Q2 		$39.1K Hold
205
– – ﹤0.01% 241
2023
Q1 		$34.8K Hold
205
– – ﹤0.01% 267
2022
Q4 		$33.4K Hold
205
– – ﹤0.01% 265
2022
Q3 		$38K Hold
205
– – ﹤0.01% 258
2022
Q2 		$40K Buy
+205
New +$44.4K ﹤0.01% 259

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

BOK Financial Private Wealth's AVB Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 205 shares — an estimated $44.4K sold.

BOK Financial Private Wealth first reported a position in AVB in Q2 2022 and held it in 12 quarters. The position peaked at $46.5K in Q3 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 205 AvalonBay Communities shares in Q2 2025, an estimated $44.4K.
  • BOK Financial Private Wealth first reported a position in AvalonBay Communities in Q2 2022 and held it in 12 quarters.
  • BOK Financial Private Wealth's AvalonBay Communities position peaked at $46.5K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.