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Copia Wealth Management’s AvalonBay Communities AVB Stock Holding History

Copia Wealth Management’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
Q1 		$1.96K Hold
12
– – ﹤0.01% 437
2025
Q4 		$2.18K Hold
12
– – ﹤0.01% 431
2025
Q3 		$2.32K Hold
12
– – ﹤0.01% 398
2025
Q2 		$2.44K Sell
12
-13
-52% -$2.66K ﹤0.01% 380
2025
Q1 		$5.37K Hold
25
– – 0.01% 329
2024
Q4 		$5.5K Buy
+25
New +$5.64K 0.01% 305

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copia Wealth Management's AVB Position: Q1 2026 in Review

Copia Wealth Management held its AvalonBay Communities (AVB) position steady in Q1 2026 at 12 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Copia Wealth Management first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.5K in Q4 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Copia Wealth Management held 12 shares of AvalonBay Communities worth $1.96K as of Q1 2026.
  • Copia Wealth Management left its AvalonBay Communities share count unchanged in Q1 2026.
  • AvalonBay Communities made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #437 holding.
  • Copia Wealth Management first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's AvalonBay Communities position peaked at $5.5K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.