Elevation Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Elevation Wealth Partners’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	$269K	Sell	1,426 -535	-27%	-$96.7K	0.08%	115
2026 Q1	$320K	Sell	1,961 -124	-6%	-$21.7K	0.11%	95
2025 Q4	$378K	Sell	2,085 -1,805	-46%	-$328K	0.13%	85
2025 Q3	$751K	Hold	3,890	–	–	0.27%	55
2025 Q2	$792K	Hold	3,890	–	–	0.31%	51
2025 Q1	$835K	Hold	3,890	–	–	0.36%	48
2024 Q4	$856K	Sell	3,890 -89	-2%	-$20.1K	0.36%	45
2024 Q3	$896K	Hold	3,979	–	–	0.38%	46
2024 Q2	$823K	Hold	3,979	–	–	0.39%	46
2024 Q1	$738K	Hold	3,979	–	–	0.37%	47
2023 Q4	$683K	Buy	+3,979	New	+$694K	0.41%	49

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Elevation Wealth Partners's AVB Position: Q2 2026 in Review

Elevation Wealth Partners reduced its AvalonBay Communities (AVB) stake by 27% in Q2 2026, selling an estimated $96.7K and leaving 1,426 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #115.

Elevation Wealth Partners first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $896K in Q3 2024. 125 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Elevation Wealth Partners held 1,426 shares of AvalonBay Communities worth $269K as of Q2 2026.
Elevation Wealth Partners sold 535 AvalonBay Communities shares in Q2 2026, an estimated $96.7K.
AvalonBay Communities made up 0.08% of Elevation Wealth Partners's portfolio in Q2 2026, its #115 holding.
Elevation Wealth Partners first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's AvalonBay Communities position peaked at $896K in Q3 2024.
125 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.