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Dogwood Wealth Management’s AvalonBay Communities AVB Stock Holding History

Dogwood 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 		$9.62K Buy
51
+32
+168% +$5.78K ﹤0.01% 389
2026
Q1 		$3.1K Sell
19
-7
-27% -$1.22K ﹤0.01% 571
2025
Q4 		$4.71K Buy
26
+16
+160% +$2.9K ﹤0.01% 430
2025
Q3 		$1.93K Sell
10
-24
-71% -$4.67K ﹤0.01% 525
2025
Q2 		$6.85K Buy
34
+25
+278% +$5.11K ﹤0.01% 355
2025
Q1 		$1.93K Buy
+9
New +$1.95K ﹤0.01% 345
2024
Q3 		– Hold
0
– – – 381
2024
Q2 		– Hold
0
– – – 416
2024
Q1 		– Hold
0
– – – 454
2023
Q4 		– Hold
0
– – – 442

Other funds holding AVB

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Dogwood Wealth Management increased its AvalonBay Communities (AVB) stake by 168% in Q2 2026, buying an estimated $5.78K and bringing the position to 51 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Dogwood Wealth Management first reported a position in AVB in Q1 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Dogwood Wealth Management held 51 shares of AvalonBay Communities worth $9.62K as of Q2 2026.
  • Dogwood Wealth Management bought 32 AvalonBay Communities shares in Q2 2026, an estimated $5.78K.
  • AvalonBay Communities made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Dogwood Wealth Management first reported a position in AvalonBay Communities in Q1 2025 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.