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 Q2	$2.26K	Hold	12	–	–	﹤0.01%	458
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 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

Copia Wealth Management's AVB Position: Q2 2026 in Review

Copia Wealth Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 12 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Copia Wealth Management first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.5K in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Copia Wealth Management held 12 shares of AvalonBay Communities worth $2.26K as of Q2 2026.
Copia Wealth Management left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #458 holding.
Copia Wealth Management first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's AvalonBay Communities position peaked at $5.5K in Q4 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.