EWM
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Empirical Wealth Management’s AvalonBay Communities AVB Stock Holding History

Empirical 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 		$363K Sell
1,924
-376
-16% -$68K 0.01% 808
2026
Q1 		$376K Buy
2,300
+563
+32% +$98.4K 0.01% 693
2025
Q4 		$315K Buy
+1,737
New +$315K 0.01% 681

Other funds holding AVB

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Empirical Wealth Management reduced its AvalonBay Communities (AVB) stake by 16% in Q2 2026, selling an estimated $68K and leaving 1,924 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #808.

Empirical Wealth Management first reported a position in AVB in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q1 2026. 301 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Empirical Wealth Management held 1,924 shares of AvalonBay Communities worth $363K as of Q2 2026.
  • Empirical Wealth Management sold 376 AvalonBay Communities shares in Q2 2026, an estimated $68K.
  • AvalonBay Communities made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Empirical Wealth Management first reported a position in AvalonBay Communities in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's AvalonBay Communities position peaked at $376K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.