Clearstead Advisors’s AvalonBay Communities AVB Stock Holding History

Clearstead Advisors’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	$154K	Buy	815 +780	+2,229%	+$141K	﹤0.01%	1135
2026 Q1	$5.72K	Sell	35 -359	-91%	-$62.7K	﹤0.01%	1718
2025 Q4	$71.4K	Buy	394 +279	+243%	+$50.6K	﹤0.01%	1242
2025 Q3	$22.2K	Sell	115 -76	-40%	-$14.8K	﹤0.01%	1601
2025 Q2	$38.9K	Buy	191 +187	+4,675%	+$38.2K	﹤0.01%	1368
2025 Q1	$859	Buy	+4	New	+$868	﹤0.01%	2004
2024 Q4	–	Sell	-82	Closed	-$18.5K	–	2101
2024 Q3	$18.5K	Hold	82	–	–	﹤0.01%	1442
2024 Q2	$17K	Sell	82 -3	-4%	-$580	﹤0.01%	1419
2024 Q1	$16.7K	Sell	85 -13	-13%	-$2.34K	﹤0.01%	971
2023 Q4	$18.3K	Sell	98 -72	-42%	-$12.6K	﹤0.01%	964
2023 Q3	$29.2K	Buy	170 +84	+98%	+$15.5K	﹤0.01%	966
2023 Q2	$16.3K	Sell	86 -5	-5%	-$893	﹤0.01%	924
2023 Q1	$15.3K	Buy	+91	New	+$15.5K	﹤0.01%	884
2021 Q4	–	Sell	-25	Closed	-$6K	–	1278
2021 Q3	$6K	Buy	25 +16	+178%	+$3.59K	﹤0.01%	996
2021 Q2	$2K	Buy	+9	New	+$1.8K	﹤0.01%	1016

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

Clearstead Advisors's AVB Position: Q2 2026 in Review

Clearstead Advisors increased its AvalonBay Communities (AVB) stake by 2,229% in Q2 2026, buying an estimated $141K and bringing the position to 815 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Clearstead Advisors first reported a position in AVB in Q2 2021 and has held it in 15 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Clearstead Advisors held 815 shares of AvalonBay Communities worth $154K as of Q2 2026.
Clearstead Advisors bought 780 AvalonBay Communities shares in Q2 2026, an estimated $141K.
AvalonBay Communities made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1135 holding.
Clearstead Advisors first reported a position in AvalonBay Communities in Q2 2021 and has held it in 15 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.