Corient Private Wealth
AVB

Corient Private Wealth’s AvalonBay Communities AVB Stock Holding History

Corient 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
2026
Q2 		$6.4M Sell
33,939
-12,369
-27% -$2.24M 0.01% 809
2026
Q1 		$7.51M Sell
46,308
-673,687
-94% -$118M 0.01% 719
2025
Q4 		$16.3M Buy
719,995
+667,295
+1,266% +$121M 0.01% 615
2025
Q3 		$10.2M Buy
52,700
+6,129
+13% +$1.19M 0.02% 517
2025
Q2 		$9.48M Buy
46,571
+249
+0.5% +$50.9K 0.01% 538
2025
Q1 		$9.94M Sell
46,322
-2,306
-5% -$501K 0.02% 521
2024
Q4 		$10.7M Sell
48,628
-99
-0.2% -$22.4K 0.02% 502
2024
Q3 		$11M Sell
48,727
-434
-0.9% -$93.7K 0.02% 533
2024
Q2 		$10.2M Sell
49,161
-434
-0.9% -$83.9K 0.02% 524
2024
Q1 		$9.2M Sell
49,595
-2,283
-4% -$411K 0.02% 545
2023
Q4 		$9.71M Sell
51,878
-649
-1% -$113K 0.02% 530
2023
Q3 		$9.02M Buy
52,527
+653
+1% +$121K 0.02% 504
2023
Q2 		$9.82M Sell
51,874
-358
-0.7% -$63.9K 0.02% 478
2023
Q1 		$8.78M Buy
52,232
+47,173
+932% +$8.05M 0.02% 453
2022
Q4 		$787K Buy
+5,059
New +$861K ﹤0.01% 983

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Corient Private Wealth's AVB Position: Q2 2026 in Review

Corient Private Wealth reduced its AvalonBay Communities (AVB) stake by 27% in Q2 2026, selling an estimated $2.24M and leaving 33,939 shares worth $6.4M. The position accounts for 0.01% of the portfolio, ranked #809.

Corient Private Wealth first reported a position in AVB in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.3M in Q4 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Corient Private Wealth held 33,939 shares of AvalonBay Communities worth $6.4M as of Q2 2026.
  • Corient Private Wealth sold 12,369 AvalonBay Communities shares in Q2 2026, an estimated $2.24M.
  • AvalonBay Communities made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #809 holding.
  • Corient Private Wealth first reported a position in AvalonBay Communities in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's AvalonBay Communities position peaked at $16.3M in Q4 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.