Dynamic Wealth Strategies’s AvalonBay Communities AVB Stock Holding History

Dynamic Wealth Strategies’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	$162K	Sell	993 -212	-18%	-$37K	0.09%	93
2025 Q4	$218K	Buy	1,205 +223	+23%	+$40.5K	0.13%	77
2025 Q3	$190K	Buy	982 +413	+73%	+$80.4K	0.13%	76
2025 Q2	$116K	Sell	569 -85	-13%	-$17.4K	0.08%	95
2025 Q1	$140K	Buy	+654	New	+$142K	0.12%	84
2024 Q4	–	Sell	-797	Closed	-$180K	–	78
2024 Q3	$180K	Sell	797 -48	-6%	-$10.4K	0.15%	72
2024 Q2	$175K	Sell	845 -85	-9%	-$16.4K	0.15%	71
2024 Q1	$173K	Buy	930 +1	+0.1%	+$180	0.15%	70
2023 Q4	$174K	Buy	+929	New	+$162K	0.16%	65

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynamic Wealth Strategies's AVB Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its AvalonBay Communities (AVB) stake by 18% in Q1 2026, selling an estimated $37K and leaving 993 shares worth $162K. The position accounts for 0.09% of the portfolio, ranked #93.

Dynamic Wealth Strategies first reported a position in AVB in Q4 2023 and has held it in 9 quarters since. The position peaked at $218K in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Dynamic Wealth Strategies held 993 shares of AvalonBay Communities worth $162K as of Q1 2026.
Dynamic Wealth Strategies sold 212 AvalonBay Communities shares in Q1 2026, an estimated $37K.
AvalonBay Communities made up 0.09% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #93 holding.
Dynamic Wealth Strategies first reported a position in AvalonBay Communities in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's AvalonBay Communities position peaked at $218K in Q4 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.