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 Q2	$160K	Sell	848 -145	-15%	-$26.2K	0.09%	92
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 $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

Dynamic Wealth Strategies's AVB Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its AvalonBay Communities (AVB) stake by 15% in Q2 2026, selling an estimated $26.2K and leaving 848 shares worth $160K. The position accounts for 0.09% of the portfolio, ranked #92.

Dynamic Wealth Strategies first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $218K in Q4 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Dynamic Wealth Strategies held 848 shares of AvalonBay Communities worth $160K as of Q2 2026.
Dynamic Wealth Strategies sold 145 AvalonBay Communities shares in Q2 2026, an estimated $26.2K.
AvalonBay Communities made up 0.09% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #92 holding.
Dynamic Wealth Strategies first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's AvalonBay Communities position peaked at $218K in Q4 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.