BWS
AVB

Buck Wealth Strategies’s AvalonBay Communities AVB Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-3,692
Closed -$713K – 174
2025
Q3 		$713K Sell
3,692
-931
-20% -$181K 0.1% 98
2025
Q2 		$941K Buy
+4,623
New +$945K 0.14% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buck Wealth Strategies's AVB Position: Q4 2025 in Review

Buck Wealth Strategies sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 3,692 shares — an estimated $713K sold.

Buck Wealth Strategies first reported a position in AVB in Q2 2025 and held it in 2 quarters. The position peaked at $941K in Q2 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Buck Wealth Strategies reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 3,692 AvalonBay Communities shares in Q4 2025, an estimated $713K.
  • Buck Wealth Strategies first reported a position in AvalonBay Communities in Q2 2025 and held it in 2 quarters.
  • Buck Wealth Strategies's AvalonBay Communities position peaked at $941K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Buck Wealth Strategies's 13F filing for Q4 2025, filed 3 Feb 2026.